Create an embedded BoldSign link for new subscribers
Give new subscribers a direct path from signup to signature.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Onboarding loses momentum when people must wait for a separate signing link.
- Keeps signing inside the onboarding flow
- Reduces follow-up emails
- Provides a ready-to-use request link
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and BoldSign in Notis once.
- 2Create an automation describing the embedded request link to create.
- 3Pick the Mailchimp Subscribe Trigger.
- 4Choose a report channel for the generated link.
- 5Test with one real subscriber.
Questions about this workflow
What does the action create?
Create Embedded Request Link generates a URL for in-app document preparation and sending.
Can Notis embed it on my website automatically?
No. It can return the link for the destination you specify.
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.
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Campaign Trigger
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Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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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.
Mailchimp and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.