Give a HubSpot deal's BoldSign document more signing time
When a deal needs extra time, start the extension workflow without hunting through contract settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
A document deadline can expire while a deal is still active, creating avoidable backtracking for the team.
- Start an expiry extension from an HTTP request.
- Keep deadline changes connected to the deal context supplied to Notis.
- Reduce the chance of losing track of a document that still needs signing.
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 document to extend and how long or to what date, using available details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example to confirm the intended document expiry is extended.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook trigger. Use it when your process needs an explicit signal to extend a document.
Can it determine the new expiry date automatically?
Tell Notis the required extension in your instruction or include the needed date in the request. The workflow cannot infer a date that is not provided.
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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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.
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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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