Confirm the right signing brand before payment paperwork
A quick brand inventory can prevent avoidable confusion about which identity to use when sending payment-related agreements.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Why this helps
When brands or business lines multiply, choosing the right signer-facing identity becomes another decision to hold in your head.
- Make available signing brands easier to review.
- Reduce uncertainty about the right identity for upcoming paperwork.
- Add a lightweight check to a recurring finance routine.
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 list BoldSign brands before your recurring payment-related agreement work.
- 3Pick a recurring schedule and choose a channel for run reports.
- 4Review one real run and confirm the brand list supports the intended contract work.
Questions about this workflow
Does listing brands change account settings?
No. List Brands retrieves the account's brands.
Does this depend on Finmo sending an event?
No. A Notis schedule starts the review because Finmo trigger events are unavailable.
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
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.