Audit delegated BoldSign contracts
Close gaps in contract work that crosses ownership boundaries.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Delegated contracts can remain unresolved because no single person sees the full queue.
- Surfaces unresolved delegated work
- Clarifies follow up ownership
- Supports cleaner monthly operations
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and BoldSign in Notis once.
- 2Create an automation describing the delegated contract audit.
- 3Pick a notis_cron schedule for the audit.
- 4Choose where findings and follow ups should be reported.
- 5Test with one month of behalf documents.
Questions about this workflow
What does this audit review?
It reviews the behalf documents BoldSign returns and applies the criteria in your instruction.
Can it produce action items?
Yes, ask Notis to turn unresolved records into a concise follow up list.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
0CodeKit and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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