Send renewal agreements for signature
Keep renewals moving by starting the signature request from the record that already tracks the account.
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
Renewal paperwork can be delayed while account status, document files, and signer details are gathered again.
- Reduce repeated lookup during renewal preparation
- Start signature requests when records are ready
- Identify missing signer or document details
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 for renewals.
- 3In one instruction, tell Notis which ready renewal records should send their prepared agreement and which exceptions to report.
- 4Choose the Notis webhook trigger and select a run report destination.
- 5Test with one real renewal and inspect the BoldSign request.
Questions about this workflow
Can this choose the renewal terms?
The instruction can use terms present in the record or supplied by you. It cannot infer terms that are not available.
Will it remind the signer?
This action sends a signature request. It does not configure a separate reminder schedule.
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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