Make Signature Requests Clearer for Recipients
Give recipients the reason and next step in a message you can review first.
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
A bare signature request can leave recipients unsure why the document matters or what they need to do.
- Include supplied context with the request.
- Make the recipient's next step clear.
- Review the message before sending.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Gmail once in Notis.
- 2Create an automation that drafts a concise explanation using supplied request context.
- 3Pick a webhook trigger for the new signature request.
- 4Choose where run reports should go.
- 5Test with one real request and verify the draft uses only supplied details.
Questions about this workflow
Can Notis infer why the document needs signing?
The instruction should use context supplied in the webhook or known to you. It should not invent a reason.
Does this send the signature request itself?
No. It creates a Gmail draft with context for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Gmail. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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