Create a BoldSign custom field on demand
Turn a structured setup request into a registered field for the right brand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New contract data requirements get delayed when custom field setup is handled manually.
- Speeds up field registration
- Keeps setup requests traceable
- Supports reusable contract templates
Setup
Build it in a few focused steps.
- 1Connect BoldSign in Notis.
- 2Create an automation that validates the webhook request and creates the specified brand scoped custom field.
- 3Choose a Notis webhook as the trigger.
- 4Select a report channel and test with one approved field request.
Questions about this workflow
What does brand scoped mean here?
The custom field is created for the specific BoldSign brand identified by the request.
Can it create duplicates?
Ask Notis to check the provided field intent and report conflicts before creating a duplicate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Boldsign. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
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.
Todoist and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.