Create an embedded signing link
A new document arrives. Notis creates a BoldSign link you can place inside your workflow.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Embedding signing in a product or portal often requires manual request setup.
- Speed up embedded signing setup
- Reuse a consistent request process
- Keep link creation close to file intake
Setup
Build it in a few focused steps.
- 1Connect OneDrive and BoldSign once in Notis.
- 2Create an automation named Embedded signing link creation.
- 3Describe eligible files, request title, signers, and where to report the link.
- 4Pick OneDrive File Created as the trigger and choose a report channel.
- 5Test with one document.
Questions about this workflow
Does the link send the document automatically?
It creates an embedded request link for the preparation and sending flow defined by BoldSign.
Can I define the signer order?
Yes, include signer order in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Boldsign. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive 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.