Keep contract fields aligned with changing payment processes
When the information your agreements need changes, update the field definition once so future paperwork stays consistent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Why this helps
Field definitions can become outdated as payment processes evolve, causing confusion or inconsistent contract preparation.
- Keep field definitions current after an approved process change.
- Reduce repeated explanations of obsolete contract data.
- Make new agreement preparation more consistent.
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 edit the relevant existing BoldSign custom field when an approved payment process change is reported.
- 3Pick an incoming webhook trigger and choose a channel for run reports.
- 4Test with one approved change and verify the intended field properties were updated.
Questions about this workflow
Does this create a new field?
No. It edits an existing custom field; use the create-field action for a new field.
How does Notis learn a process changed?
Your external finance system or custom backend sends an incoming webhook with the change context.
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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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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