Send vendor agreements from intake records
Make vendor onboarding progress from intake to signature with fewer manual steps.
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
Vendor agreements can be forgotten between collecting onboarding details and preparing the signature request.
- Reduce delays between intake and agreement
- Reuse available vendor and document details
- Surface incomplete intake records for follow-up
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 vendor agreements.
- 3Describe in one instruction when to send the prepared vendor agreement and what incomplete records Notis should report.
- 4Choose the Notis webhook trigger and choose where run reports go.
- 5Test with one real intake record and verify the resulting request.
Questions about this workflow
Can it send different agreements for different vendor types?
Describe the distinction in the instruction and ensure the needed document information is available in the records.
What if a vendor has not provided an email address?
Instruct Notis to report the missing detail and not send until it is available.
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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