Check the signing identity for a new payment entity
Confirm the brand details attached to a payment entity before its first agreement goes to a client or partner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Entity and brand details are easy to mix up when you are setting up a new payment route while juggling other launch work.
- Review the brand attached to a new contracting context.
- Catch a mismatch before agreement delivery begins.
- Reduce repeated manual checks during entity setup.
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 retrieve the corresponding BoldSign brand details when your system reports a new payment entity for contracting.
- 3Pick an incoming webhook trigger and a channel for run reports.
- 4Test with one real entity setup and confirm the brand details are the ones your team expects.
Questions about this workflow
What information is needed to retrieve brand details?
The brand identifier must be available in the webhook context or otherwise specified in the instruction.
Does the action modify brand settings?
No. Get Brand Details retrieves details for an identified brand.
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.
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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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