Turn campaign inquiries into consulting contracts
Move a qualified inquiry into the contract step without rebuilding its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send a document to recipients for e-signature.
Why this helps
A prospect can click through a campaign and leave a useful inquiry, but the details may still need to be copied into the contract workflow.
- Reduce delay between an inquiry and a contract request.
- Use the provided inquiry context to prepare the signing request.
- Keep the next step visible through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis, and arrange for the inquiry path to send an HTTP request to a Notis webhook.
- 2Create a named automation in Notis and describe the desired consulting contract outcome in one instruction.
- 3Specify the consulting contract file and the signer details or rules Notis should use from the request.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real inquiry and check the recipient and document before relying on it.
Questions about this workflow
Can this trigger directly on a campaign click?
No campaign click trigger is listed for AimTell. This workflow requires your inquiry path to send an HTTP request to the Notis webhook.
Can Notis decide which contract to send?
You can describe a rule in the instruction, but provide the contract choices and the information needed to choose between them.
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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