Handle Contract Revisions Without Losing the Thread
Send revision context once. Notis can help interpret the request and update the relevant BoldSign document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
Contract changes get scattered across messages, making it hard to tell which document needs attention.
- Bring revision instructions into one workflow.
- Reduce manual transcription of requested changes.
- Update a draft or sent document through BoldSign's edit action.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and BoldSign once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, tell Notis how to interpret the revision request and use BoldSign Edit Document on the specified document.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real revision request and confirm the intended document was updated.
Questions about this workflow
Can this edit a document that has already been sent?
The action description supports editing a draft or sent document. Confirm the document and requested changes before the automation runs.
Can Ai ml api decide which revisions are legally acceptable?
It can help analyze the request, but a qualified person should review legal and commercial changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Boldsign. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
Ai ml api and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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