Skip to content
Notis
Start free

Connect Finmo to Boldsign

When something happens in Finmo, Notis takes the next step in Boldsign. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automationBrowse examples
Examples

Ways Notis can move work from Finmo to Boldsign

View example

Send a contract after a Finmo payment milestone

When your billing system reports a qualifying Finmo payment milestone, ask Notis to send the matching agreement through BoldSign.

View example

Review agreement status after payment activity

When a Finmo-related payment event is reported, have Notis check the matching BoldSign documents so you can see whether agreement follow-up is still needed.

View example

Review open contracts alongside payment follow-up

On a weekly schedule, have Notis review open BoldSign documents and surface the agreements that need attention in your Finmo payment follow-up routine.

View example

Extend an agreement deadline after a payment delay

When your finance process reports a payment delay, have Notis extend the matching BoldSign document expiry so the signer has a usable deadline.

View example

Update a draft agreement when payout details change

When your payout process reports an approved recipient detail change, have Notis update the relevant BoldSign draft before it is sent.

View example

Review signature deadlines during month-end close

At month end, have Notis find relevant BoldSign documents and extend expiry where your finance close process confirms extra signing time is needed.

View example

Send a vendor agreement after wallet funding

When an external process reports that a Finmo wallet is funded for a vendor engagement, have Notis send the specified BoldSign agreement for signature.

View example

Audit documents sent on behalf after payout runs

When a payout run is reported, have Notis list BoldSign documents sent on behalf of users and review those associated with the run.

View example

Review team contracts tied to payment operations

On a recurring schedule, have Notis list team BoldSign documents and highlight agreements relevant to your Finmo payment operations.

Supported Triggers and Actions

Notis builds workflows that link Finmo to Boldsign. A trigger fires from one place; an action lands in another.

Finmo triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant
Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only
Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match
Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

Notis

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.

  • Full run history with inputs, outputs and traces
  • Replay any run with edited inputs
  • Approval inbox, confirm via chat in one tap
  • Audit logs for compliance teams

Automations

Inbox

All12Manager5Telegram1Messages0Whatsapp2Email4Slack8

Migrate background jobs to a durable queue You can cancel it through Stripe

3 days

Notis v3 release update This one’s v3: Notis Manager (desktop app with …

8 days

Add multi-tenant RBAC User initiates a voice call

13 days

Draft pricing v (tiers, limits, overages) and sanity-check margins

2 weeks

Verify analytics events for new features That’s a really interesting automat…

1 month

Everything in the box.

Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.

AI in the middle

Every step can include an LLM call: summarise, classify, extract, rewrite.

Full observability

Every run, every step, every input, all replay-able from Mission Control.

Human in the loop

Pause for approval. Notis pings you in chat with one-tap approve.

Self-healing

When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.

Connect any two apps with Notis in the middle.

Finmo and Boldsign, 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 Boldsign.

Add Notis to BoldsignPricing