Send an NDA when a Typeform access request arrives
Protect sensitive conversations before sharing the next detail.
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
NDA requests get buried when sending and tracking them requires a separate manual step.
- Respond to access requests faster
- Apply a consistent NDA process
- Reduce forgotten signature requests
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named NDA request sender.
- 3Tell Notis to send the approved NDA when a response requests confidential access, using the respondent details.
- 4Pick the Typeform New Form Response trigger and choose where reports go.
- 5Test with one real request.
Questions about this workflow
Can I route different NDA versions?
Yes. Describe the rules and approved documents in the automation prompt.
Will Notis send every response?
You can instruct it to send only when the response meets your stated request criteria.
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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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.