Keep signed BoldSign agreements visible in Salesforce
A completed signature should not disappear into another tool. Send the agreement details to the Salesforce record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Founders lose time checking signature status and manually adding contract milestones to Salesforce.
- Record a signing milestone without switching between BoldSign and Salesforce.
- Keep document context beside the related Salesforce record.
- Reduce missed handoffs after contract execution.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to add a Salesforce note with the completed agreement details to the matching record, and describe how to identify that record.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real completed BoldSign agreement and check the Salesforce note.
Questions about this workflow
Does BoldSign provide a trigger event for this workflow?
No BoldSign trigger event is listed here. Use a Notis webhook, which starts the automation when an HTTP request reaches it.
Which Salesforce record should receive the note?
Tell Notis how to identify the related account, contact, or opportunity from the information available in your request. If that information is missing, supply it in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Salesforce. A trigger fires from one place; an action lands in another.
Boldsign triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Boldsign and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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