Summarize team BoldSign documents
See the team contract picture without opening every record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Team-wide document oversight takes too much time when information is spread across individual views.
- Provides one team level view
- Highlights blocked work
- Supports faster weekly decisions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and BoldSign in Notis once.
- 2Create an automation describing the weekly team report.
- 3Choose the notis_cron trigger and preferred cadence.
- 4Select the report destination for stakeholders.
- 5Test with one team document report.
Questions about this workflow
Who can use this workflow?
Use it when your BoldSign account can retrieve team documents.
Can the summary focus on exceptions?
Yes, define the statuses or situations you want Notis to highlight.
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.
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.
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.
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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