Turn qualified Typeform responses into signed orders
Keep the buying process moving after a prospect says yes.
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
Sales teams lose momentum when order forms require manual preparation after qualification.
- Reduce time from qualification to close
- Create consistent order requests
- Keep reps focused on conversations
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Sales order sender.
- 3Tell Notis to review the response and send the approved order form when purchase criteria are satisfied.
- 4Pick the Typeform New Form Response trigger and select a report channel.
- 5Test with one real qualified response.
Questions about this workflow
Can this handle different order forms?
Yes. Describe the conditions and approved form choices in the prompt.
Can it avoid sending on low-fit submissions?
Yes. Tell Notis to report low-fit responses for review.
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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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.