Send a BoldSign contract from a new Trello card
Create a Trello card and let Notis send the agreement for signature.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Contracts sit in Trello while someone manually prepares and sends each signature request.
- Reduce manual contract follow-up
- Keep the contract process tied to the deal card
- Send agreements while context is fresh
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation named for sending new contract cards.
- 3Tell Notis to send the prepared agreement referenced in each new card to the listed signers.
- 4Pick Trello New Card Trigger for the relevant board.
- 5Choose a report channel, then test with one real contract card.
Questions about this workflow
What must the Trello card contain?
Include a reference to the prepared agreement and enough signer details for Notis to create the BoldSign request.
Can I review the request before sending?
Describe a review or approval condition in the automation prompt if your process requires it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Boldsign. A trigger fires from one place; an action lands in another.
Trello triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Card Archived Trigger
Triggered when a card is archived in the specified board
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New Activity Trigger
Triggered when there is activity in Trello.
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New Board Trigger
Triggered when a board is created in the specified workspace
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New Card Trigger
Triggered when a card is created in the specified board
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Card Updated Trigger
Triggered when a specific card is updated
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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.
Trello 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.