Move from signature to next steps automatically
The signature is in. Put the next customer action into Salesforce while the handoff is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Post-signature onboarding and check-ins often slip when the team has to remember to create a task by hand.
- Capture the next step at the moment an agreement is completed.
- Keep follow-up work in the Salesforce activity list.
- Use a due date and assignee provided in your instruction or webhook request.
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 name it for the signing follow-up.
- 3In one instruction, ask Notis to create a Salesforce task after signing and specify the follow-up, due date, and owner to use.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real completed agreement and verify the task details in Salesforce.
Questions about this workflow
Will Notis know the right due date and task owner?
Provide those details in your instruction or webhook request. The listed action creates a Salesforce task, but no default timing or ownership rule is specified.
Can the task be linked to an opportunity?
Tell Notis which Salesforce record to associate with the task using information supplied with the webhook. The record reference needs to be available.
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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