Start vendor NDAs from intake requests
Keep vendor onboarding moving by starting the NDA as soon as intake details arrive.
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
Vendor intake and legal paperwork often happen in separate steps, making it easy to lose time before sharing sensitive information.
- Start the NDA before the vendor onboarding thread goes cold.
- Keep the intake details available when initiating the signing request.
- Reduce repeated copying between intake and eSignature.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis, and make the vendor intake process send an HTTP request to a Notis webhook.
- 2Create an automation in Notis and describe the NDA outcome in one instruction.
- 3Provide the NDA document and explain how the signer should be identified from the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real vendor intake and confirm the signer and document.
Questions about this workflow
Does the webhook receive AimTell subscriber data automatically?
No. It receives the payload sent to the Notis webhook. Ensure your intake process includes the vendor details needed for the request.
Does this workflow draft an NDA?
No. The Send Document action sends a document for eSignature. Supply the NDA document you want to use.
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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