Check the correct BoldSign brand before sending
Catch branding issues before a document reaches a signer.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Brand selection errors create rework and make otherwise polished agreements look inconsistent.
- Verify brand settings before sending
- Reduce rework
- Keep outgoing documents consistent
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Brand detail checker.
- 3Tell Notis to retrieve the brand details for the identifier in each response and report any mismatch with the request.
- 4Pick the Typeform New Form Response trigger and select a report channel.
- 5Test with one real brand request.
Questions about this workflow
Does this change brand settings?
No. It retrieves and reports the brand details only.
What if no brand identifier is provided?
Notis can report the missing identifier for manual resolution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Boldsign. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.