Prepare agreement fields for a new payment program
When a payment program adds a new piece of information to its contracts, register the field before the team starts sending documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new program can expose missing contract fields only after someone is ready to send, triggering avoidable setup interruptions.
- Prepare contract infrastructure before the first send.
- Keep the new field scoped to the intended BoldSign brand.
- Reduce last-minute setup tasks during program launch.
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 the approved brand-scoped BoldSign custom field when your system reports a new Finmo payment program.
- 3Pick an incoming webhook trigger and choose a channel for run reports.
- 4Test with one approved program and verify the field appears under the intended brand.
Questions about this workflow
Can this choose a brand automatically?
The prompt should provide the brand context or instruct Notis how to find the intended brand before creating the field.
Is this useful for every payment?
No. It fits program setup when an approved new data field is needed for related agreements.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
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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