Make the signature step available inside your payment journey
Give clients a clear path to prepare and sign within your product experience when a payment journey reaches the contract stage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Sending a separate signature link can pull clients away from the payment flow and create extra coordination for you.
- Generate a signing link at the contracting step.
- Keep client attention closer to the payment journey.
- Reduce manual link creation and delivery coordination.
Setup
Build it in a few focused steps.
- 1Connect Finmo and BoldSign to Notis once in the portal.
- 2Create an automation or ask Notis to create an embedded BoldSign request link when your application reports an eligible Finmo payment journey ready for contracting.
- 3Pick an incoming webhook trigger and choose a run-report channel.
- 4Test with one real journey and verify the generated link is for the intended title and signers.
Questions about this workflow
Does this create a completed signature request?
It creates an embedded request link for in-app document preparation and sending.
Where does the trigger come from?
Your application or backend must send Notis an incoming webhook when the journey reaches the contract step.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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