Retrieve Boldsign brand details for a Zendesk agreement
Keep customer-facing paperwork aligned with the right brand from the first request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Teams can send a correct document with the wrong brand identity when account context is scattered.
- Reduce brand selection mistakes
- Speed up agreement preparation
- Make account identity explicit in the workflow
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for branded agreement requests.
- 3Tell Notis to identify the requested brand from the new ticket, retrieve its Boldsign details by brand ID, and report the result for the next contract step.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with a ticket containing a known brand identifier.
Questions about this workflow
What if the ticket has no brand identifier?
Notis should report the missing identifier and pause the brand lookup until the account context is supplied.
Does this send the agreement?
No. It retrieves brand details for a later document workflow.
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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