Send a BoldSign contract when a HubSpot contact is created
Start the signing process as soon as a new contact is ready for a contract.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Copying contact details into a signing request adds friction and can leave new agreements waiting in your CRM.
- Reduce repeated setup when a new contact is ready to sign.
- Keep contract follow-up tied to the moment the contact enters HubSpot.
- Use a plain-language instruction to explain which contract to send and to whom.
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 the contract to send and how to identify the signer in one instruction.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real example to confirm the intended signature request is sent.
Questions about this workflow
Will every new HubSpot contact receive a contract?
The trigger is contact creation. In your instruction, explain which contacts should receive a request and what contract to use.
Do I need to configure field mappings?
No. Describe the outcome in plain language. Notis uses the available app data and your instruction.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Contact Created Trigger
Contact Created Trigger
Create Custom Field
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
Edit Custom Field
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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No card. Works with personal or business Boldsign.