Send contract signature requests from Gmail to BoldSign
Stop letting signature requests get buried in your inbox. Ask Notis to recognize clear requests and send the supplied document through BoldSign.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
You have to switch between email and e-signature tools to act on contract requests, and a request can slip through while you are focused elsewhere.
- Reduce manual handoffs from email to e-signature.
- Send only when the email includes the required document and signer information.
- Keep run reports in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Gmail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to send the provided contract for signature when an email clearly requests it and includes the required document and signer details.
- 4Pick the New Gmail Message Received trigger, choose a report channel, and test with one real example.
Questions about this workflow
Will it send every incoming contract attachment?
No. In your instruction, tell Notis to send only when the message clearly requests signature and the necessary document and signer details are available.
What if the email does not include a document or signer details?
State in the instruction that Notis should report missing information instead of sending an incomplete request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Boldsign. A trigger fires from one place; an action lands in another.
Gmail triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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List Documents
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Connect any two apps with Notis in the middle.
Gmail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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