Find signature requests that need follow-up
See which requests are quietly aging before they become lost deals.
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
Unsigned requests can sit untouched while everyone assumes someone else is following up.
- Prioritize overdue follow-up
- Reduce silent contract delays
- Give the team a focused action list
Setup
Build it in a few focused steps.
- 1Connect 1Password and BoldSign in the Notis portal.
- 2Create an automation named Stale signature finder.
- 3Tell Notis to list BoldSign documents and flag items older than the review window recorded in 1Password.
- 4Pick the notis_cron trigger and choose the schedule.
- 5Choose where reports go and test with one real search.
Questions about this workflow
What defines stale?
Provide the age threshold or review rule in the 1Password context.
Does it contact signers?
No. It identifies documents for your follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Boldsign. A trigger fires from one place; an action lands in another.
1password 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.
1password and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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