Give new Salesforce leads a ready-to-use signing link
Turn a new lead into a clear next step by asking Notis to create an embedded BoldSign request link.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead can sit idle while someone works out which document to send and how to get it in front of the right person.
- Create a signing link as part of the new lead workflow.
- Specify the approved document and signer rules in plain language.
- See the outcome in the selected Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, identify the document, signer details to use, and how to handle incomplete lead records.
- 4Pick the Salesforce New Lead Trigger and choose where run reports go.
- 5Test with one real lead and review the returned link and run report.
Questions about this workflow
Does this automatically email the lead?
This workflow creates an embedded request link. The instruction can specify where the link should be reported; this action does not send an email.
What if the new lead has no signer email?
Tell Notis to report the missing information and avoid creating a link until the signer can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boldsign. A trigger fires from one place; an action lands in another.
Salesforce triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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