Turn a Finmo payment milestone into a signature request
A payment milestone can prompt the next contract step, so you do not have to remember to switch from payment tracking to paperwork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
After a deposit lands, the follow-up agreement can be easy to forget while you are moving between finance and client work.
- Send the agreement while the payment context is fresh.
- Reduce manual handoffs between payment tracking and contract follow-up.
- Keep the send instruction in one reusable Notis prompt.
Setup
Build it in a few focused steps.
- 1Connect Finmo and BoldSign to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to send the agreement when your system reports the qualifying Finmo payment milestone.
- 3Pick an incoming webhook trigger and choose where Notis should report runs.
- 4Send one real test webhook for a qualifying payment and confirm the expected agreement is sent.
Questions about this workflow
Does Finmo provide the trigger for this workflow?
No. Finmo has no integration trigger events here, so an external tool or custom backend must send Notis an incoming webhook when the payment milestone occurs.
What does BoldSign do?
The automation uses BoldSign Send Document to deliver the specified agreement for signature.
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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