Start vendor paperwork when wallet funding is ready
Once funding is confirmed for a vendor engagement, the matching agreement can go out while the arrangement is top of mind.
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
Funding confirmation and vendor paperwork can be separated by a context switch, leaving the contract waiting in a queue or in your memory.
- Link the funding checkpoint with the next paperwork step.
- Send a consistent agreement without reopening several tools.
- Keep vendor onboarding moving with fewer manual reminders.
Setup
Build it in a few focused steps.
- 1Connect Finmo and BoldSign to Notis once in the portal.
- 2Create an automation or tell Notis to send the vendor agreement when your system reports wallet funding for an eligible engagement.
- 3Pick an incoming webhook trigger and choose the run-report channel.
- 4Test with one real eligible vendor funding event and confirm the correct agreement is sent.
Questions about this workflow
Does this detect wallet funding inside Finmo?
No. Your external system or custom backend must send Notis a webhook when wallet funding is confirmed.
What is sent?
The prompt should identify the appropriate BoldSign agreement and signer context available to Notis.
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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