Carry verified source corrections into BoldSign
Check the source, find the matching BoldSign document, and apply only the corrections your instructions authorize.
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
Corrected details on a trusted site can take too long to find their way into a document draft.
- Reduce manual searching for document details that changed.
- Use a named source to support requested corrections.
- Keep uncertain matches and edits visible for review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation and describe the trusted source, the matching document criteria, and exactly which changes are permitted.
- 3Choose the webhook trigger that starts the automation after Airtop checks the source.
- 4Choose where Notis should send run reports.
- 5Test with one document and confirm the proposed changes before routine use.
Questions about this workflow
Can it edit any document automatically?
The workflow should only edit a clearly matched document and only apply changes you have authorized. Ambiguous matches should be reported for review.
Can it decide which contract terms should change?
No. State the specific permitted corrections. Notis can report source differences, but it should not decide legal terms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Boldsign. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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