Create approved BoldSign custom fields from a request
Turn a clear field request into reusable document structure.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Custom field requests sit in backlogs because someone must recreate them manually in the signing tool.
- Reduce setup backlog
- Standardize requested data capture
- Keep field creation tied to an explicit request
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Custom field creator.
- 3Tell Notis to validate the requested field details and create the custom field for the specified brand only when the request is complete.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one approved field request.
Questions about this workflow
Can it avoid incomplete field creation?
Yes. Tell Notis to report missing properties and wait for a complete request.
Is the field account wide?
The action creates a brand scoped custom field, so include the brand identifier.
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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