Keep payout agreements aligned with approved detail changes
A change to payout arrangements can prompt a review of the agreement before it reaches a signer, reducing avoidable corrections later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Drafts can retain old recipient or payment details after a change, forcing you to catch and fix inconsistencies under time pressure.
- Address approved changes before a draft is finalized.
- Reduce corrections caused by stale payout details.
- Keep the document update tied to the finance event that prompted it.
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 review and edit the matching BoldSign draft when your system reports an approved payout detail change.
- 3Pick an incoming webhook trigger and select a channel for run reports.
- 4Test with one real approved change and verify the intended draft was updated.
Questions about this workflow
Can this edit a document that has already been sent?
BoldSign Edit Document is described for drafts or sent documents; the prompt should state the allowed stage and approved changes.
Does Finmo send the trigger directly?
No. Your payment or payout system must report the change to Notis through an incoming webhook.
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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