Send a daily BoldSign document digest
Start each day with the contract status that matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Important signing updates get buried across multiple document records.
- Starts the day with one clear summary
- Highlights stalled signatures
- Cuts repetitive status checking
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and BoldSign in Notis once.
- 2Create an automation that asks for a daily document status digest.
- 3Pick the notis_cron schedule that fits your workday.
- 4Choose where the run report should be delivered.
- 5Test the digest against one real account snapshot.
Questions about this workflow
How often can this run?
Use the notis_cron schedule you choose for the cadence you need.
What does the digest include?
It includes the document records BoldSign returns and the summary rules you describe.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Boldsign. A trigger fires from one place; an action lands in another.
0CodeKit 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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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.
0CodeKit and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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