Move a qualified lead from research to NDA
Let prospect research start the paperwork. A backend can notify Notis when a lead is ready, and Notis can use your approved NDA and recipient details to create a Signwell request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Tool to create and optionally send a new document for signing. use when you have files and recipients defined and want to programmatically submit a signature request in one call.
Why this helps
Copying prospect details between research and contract tools creates another chance to lose momentum or mistype an address.
- Start NDA paperwork promptly after a lead qualifies.
- Keep the review and sending instruction in one reusable prompt.
- Receive a Notis run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Scrape do and Signwell to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally, then describe how a qualified research result should use your approved NDA and recipient details.
- 3Choose an incoming webhook trigger and have your backend notify Notis only after the lead is approved.
- 4Choose a channel for run reports, then test with one real, approved lead.
Questions about this workflow
Does Scrape do trigger this automation directly?
No. Scrape do has no integration trigger events in this setup. Your backend sends an HTTP request to a Notis webhook when the research result is ready.
Does this create and send the signature request?
It uses Signwell Create Document. Your plain-language instruction should define when to create and send the request and which approved document and recipient details to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Scrape do to Signwell. A trigger fires from one place; an action lands in another.
Scrape do triggers
Signwell actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Document
Tool to create and optionally send a new document for signing. use when you have files and recipients defined and want to programmatically submit a signature request in one call.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to register a webhook callback url. use when you need to receive document event notifications.
Delete Document
Tool to delete a document (and cancel signing if in progress). use when you need to remove a document by id after confirming it.
Delete Webhook
Tool to delete a registered webhook. use when you need to remove a webhook no longer sending events.
Get Credentials
Tool to retrieve account information for the current api key. use when validating credentials and obtaining user details.
Get Document
Tool to return a document and all associated document data. use when you need to fetch document details by id.
List Bulk Sends
Tool to list all bulk sends. use after setting up api credentials to retrieve paginated records.
List Webhooks
Tool to list all registered webhooks. use when you need to retrieve the active webhooks for your signwell account after setup.
Connect any two apps with Notis in the middle.
Scrape do and Signwell, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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