Update contract drafts with parsed information
Keep a document aligned with newly extracted details before it is finalized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
Corrections discovered in source documents can be easy to miss when a contract is already being prepared.
- Bring extracted corrections into the document workflow.
- Reduce manual review of source changes.
- Get a report when the requested update needs attention.
Setup
Build it in a few focused steps.
- 1Connect Airparser and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use supplied parsed corrections to update the specified BoldSign draft or sent document.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real document identifier and a known correction.
Questions about this workflow
What does the webhook need to include?
Send the document identifier and the extracted updates, plus any file or recipient information required for the requested edit.
Does this send the document for signature?
No. This workflow uses BoldSign's Edit Document action. Sending is a separate action and should be explicitly requested in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Boldsign. A trigger fires from one place; an action lands in another.
Airparser triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Custom Field
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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.
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Airparser and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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