Send onboarding agreements for eligible Discord members
Start required paperwork for eligible new members without losing the onboarding handoff.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
New member onboarding can leave agreement follow-up on someone's manual checklist, where it may be delayed or missed.
- Bring required paperwork into the onboarding flow.
- Reduce manual follow-up for eligible members.
- Keep eligibility rules explicit before sending.
Setup
Build it in a few focused steps.
- 1Connect Discord and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Tell Notis which new members require the specified agreement and how the signer's contact details will be available; do not send when they are missing.
- 4Pick the New Member Joined trigger for the managed server and choose where run reports go.
- 5Test with one real eligible onboarding case and confirm signer details are available.
Questions about this workflow
Can a Discord member event provide an email address for signing?
The workflow needs signer contact details supported by the BoldSign send action. If the event or connected data does not provide them, supply them through an available source or have Notis report the gap.
Will every new member receive an agreement?
Only if your instruction defines every new member as eligible. Otherwise specify the requirement and have Notis avoid sending when eligibility is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Boldsign. A trigger fires from one place; an action lands in another.
Discord triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Discord and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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