Move qualified web leads to a signing link
Confirm the lead details Airtop can find, then create a BoldSign request link for the specified signers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
A qualified lead can lose momentum while someone researches details and manually prepares a signing link.
- Reduce delay between lead review and signing preparation.
- Use verified signer details as the basis for the request.
- Keep uncertain contact information out of the link request.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation and specify the lead research criteria, request title, and authorized signers.
- 3Choose the webhook trigger that starts the automation after Airtop completes the lead check.
- 4Choose where Notis should send run reports.
- 5Test with one qualified lead and confirm the title and signer details before sharing the link.
Questions about this workflow
Does the embedded link itself send the document?
The action creates an embedded request link for in-app document preparation and sending. It does not replace the separate Send Document action.
What if Airtop cannot confirm a signer?
Have the workflow report the missing signer detail and stop before creating a link. Do not infer an email address or identity.
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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