Request customer authorization during onboarding
Bring the authorization step into the customer onboarding flow while the customer is already engaged.
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 customer can finish an onboarding step but still wait for a separate authorization request that someone has to remember to send.
- Reduce the gap between onboarding and authorization.
- Use the submitted onboarding context to identify the signer.
- Make request outcomes easier to follow through Notis reports.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign in Notis, and configure the onboarding process to send an HTTP request to a Notis webhook.
- 2Create a named automation and describe the authorization request outcome in one instruction.
- 3Identify the authorization document and explain how the customer signer is determined from the request.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real onboarding submission and inspect the BoldSign request.
Questions about this workflow
Can this run on an AimTell event?
AimTell events are not listed as triggers here. Use a Notis webhook, with an HTTP request from your onboarding process.
What should the request include?
Include enough information to identify the customer signer and the onboarding context you want used. Supply any missing details in the automation instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.