Start a BoldSign signature request from a HubSpot deal stage
Move a deal into its signing stage and let Notis handle the next contract step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Deals can stall when someone has to notice a stage change, find the right agreement, and start a separate signing request.
- Respond to a deal stage change with a defined signing action.
- Keep the next contract step connected to the sales milestone.
- Reduce manual checking for deals ready to sign.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which deal stage calls for a signing request and what agreement to send.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real example to confirm the expected request is sent.
Questions about this workflow
Can I choose which stage should send the agreement?
Yes. State the relevant stage and the intended outcome in your instruction. The trigger is a deal stage update.
Does this create a new contract file?
This workflow uses BoldSign's Send Document action. Specify the document to send and signer details available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Boldsign. A trigger fires from one place; an action lands in another.
Hubspot triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Contact Created Trigger
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Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Hubspot and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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