Send partner agreements from AimTell-powered signups
When a new partner signs up on your site, start the agreement while the context is fresh.
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
Partner details arrive in one place while the agreement process lives somewhere else, leaving founders to copy information and remember the follow-up.
- Start agreements promptly after a partner expresses interest.
- Keep signup context with the request for signing.
- Reduce manual handoffs between marketing and contract work.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis, and make sure the signup process can send an HTTP request to a Notis webhook.
- 2Create an automation in Notis by naming it and describing the partner agreement outcome in one instruction.
- 3Tell Notis which agreement file to use and how to identify the signer from the incoming request; provide any details the request does not include.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real partner signup and confirm the BoldSign request is correct.
Questions about this workflow
Does AimTell provide a trigger event for this automation?
No AimTell trigger event is listed here. The workflow starts when an HTTP request reaches the Notis webhook, so your signup process must send the request.
Where does the agreement file come from?
Provide the file or identify an accessible BoldSign document in your instruction. The available action sends a document for eSignature; it does not create contract content.
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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