Fix agreement details when reconciliation finds a mismatch
A confirmed reconciliation issue can prompt a targeted document correction, keeping the contract record closer to the payment reality.
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
A mismatch found after sending can create uncertainty about whether someone needs to revise the file, contact the signer, or start over.
- Respond to verified discrepancies with a focused edit.
- Keep document corrections connected to the reconciliation finding.
- Reduce delays caused by manually locating the right file.
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 matching BoldSign document when your reconciliation process reports an approved mismatch.
- 3Pick an incoming webhook trigger and choose a run-report channel.
- 4Test with one real verified discrepancy and confirm the correct document receives the requested correction.
Questions about this workflow
Can this update a sent document?
The listed Edit Document action supports draft or sent documents; describe which stage and correction are approved.
Does Finmo directly send reconciliation events to Notis?
No. Your reconciliation system or backend must send the 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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