Create a signing link for campaign onboarding
Give a prospect a direct path into document preparation and signing from your onboarding experience.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
A separate contract handoff can interrupt a prospect who is ready to continue from campaign onboarding.
- Create an in-app signing entry point from an onboarding request.
- Keep the title and signer context aligned with the incoming request.
- Reduce manual link creation when onboarding prospects.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis, and have the onboarding process send an HTTP request to a Notis webhook.
- 2Create a named automation and describe the embedded request link outcome in one instruction.
- 3Provide the document title and signer details needed to create the link.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real onboarding case and check the returned link before sharing it.
Questions about this workflow
Does this send the document for signing automatically?
The action creates an embedded request link for in-app document preparation and sending. It does not itself send a completed request.
Does AimTell have a webhook trigger listed?
No AimTell event trigger is listed. This workflow starts when your onboarding process makes an HTTP request to Notis.
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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