Send a BoldSign signup agreement to new subscribers
Start every new relationship with the right agreement in their inbox.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
New subscriber onboarding stalls when agreement sending depends on a manual checklist.
- Speeds up subscriber onboarding
- Standardizes agreement delivery
- Reduces missed consent requests
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and BoldSign in Notis once.
- 2Create an automation describing the document and onboarding outcome.
- 3Pick the Mailchimp Subscribe Trigger.
- 4Choose where run reports should go.
- 5Test with one real subscription.
Questions about this workflow
Can this send different documents?
Yes, describe the selection rule in your instruction using available subscriber context.
What action sends the agreement?
BoldSign Send Document delivers the document to the specified recipients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Boldsign. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.