Give finance the signed agreement context
Make the finance handoff easier by collecting the verified agreement details into one reviewable draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Payment terms and signed agreements can be separated across tools, making finance handoffs slower than they need to be.
- Tie finance review to a verified signed document.
- Use payment terms only when present in the accessible details.
- Flag missing figures or dates for follow-up.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Gmail once in the Notis portal.
- 2Create an automation named Signed agreement finance review.
- 3Tell Notis to verify the incoming BoldSign document is fully signed and draft a finance review for the contact you specify, including only available payment details and clearly marking missing terms.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with a signed agreement that contains known payment terms.
Questions about this workflow
Will it calculate payment amounts?
No, unless you explicitly provide the calculation rule and required inputs. The draft should otherwise report only available terms.
Does it submit anything to finance software?
No. It creates a Gmail draft for a finance contact to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Gmail. A trigger fires from one place; an action lands in another.
Boldsign triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Boldsign and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.