Send approved contracts for signature
Move a contract from approved to out for signature without copying details between tools.
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
Approved contracts can sit in a database while someone remembers to prepare and send the signature request.
- Reduce manual handoffs after approval
- Use the prepared document and signer details associated with the record
- Get a report when the automation runs
Setup
Build it in a few focused steps.
- 1Connect AnyDB and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to send the prepared contract for the signer when an approved record arrives, and report any missing document or recipient details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real approved record and confirm the BoldSign request details.
Questions about this workflow
Does this create the contract file?
No. The workflow sends a prepared document using the document and recipient information available to the automation.
What if the record is missing a signer?
Tell Notis in the instruction to report incomplete records instead of sending a request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boldsign. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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