List Boldsign brands for a Zendesk contract request
Choose the right sending identity before contract preparation begins.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Why this helps
Brand selection can become a hidden delay when teams do not know which sending identities are available.
- Make brand choices visible
- Reduce back-and-forth before sending
- Support consistent contract preparation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for brand discovery.
- 3Tell Notis to list Boldsign brands for each qualifying new ticket and summarize which options match the request context.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one contract request.
Questions about this workflow
Does listing brands change anything?
No. It retrieves the available Boldsign brands so the next action can use a confirmed choice.
Can Notis recommend one brand?
Yes, if you provide the selection rules in the prompt and the ticket contains enough context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boldsign. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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