Send contractor agreements from onboarding responses
Give every new contractor a clear next step immediately.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Contractor onboarding stalls when agreements depend on someone noticing a form submission.
- Start onboarding faster
- Use consistent agreement language
- Create a clear handoff for contractors
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Contractor agreement sender.
- 3Tell Notis to send the approved contractor agreement using the submitted onboarding details.
- 4Pick the Typeform New Form Response trigger and choose your report channel.
- 5Test with one real onboarding response.
Questions about this workflow
Can I support different contractor types?
Yes. State the document choice rules in the automation prompt.
Can the automation flag missing tax details?
Yes. Ask Notis to report missing information and hold the send.
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.
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Webhook trigger
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New Form Response
Triggers when a respondent completes and submits the form.
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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
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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.