Check the signing brand before sending campaign agreements
Keep brand selection and agreement preparation from becoming a last-minute scramble.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
A campaign can be ready to convert while the team is unsure which signing brand should appear on the agreement.
- Keep an eye on available BoldSign brands.
- Make brand selection a deliberate part of campaign agreement readiness.
- Reduce last-minute checks before sending a document.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis and identify the campaign agreements that need a brand check.
- 2Create a named automation and describe the brand readiness review in one instruction.
- 3Tell Notis which brand or details you want it to look for; provide the brand identifier if checking specific details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one known brand and confirm the result is useful.
Questions about this workflow
Does this create or update a brand?
No. It lists BoldSign brands. The available actions do not include creating or editing a brand.
Why is AimTell included?
AimTell is the campaign context for the agreement workflow. This check does not read AimTell campaigns directly, so specify which campaign agreement setup you want to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Boldsign. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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