Trace delegated contract history
Answer who sent what on behalf of whom without reconstructing the trail manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 sending history is difficult to reconstruct during audits or handoffs.
- Speed up operational investigations
- Create a concise evidence list
- Reduce manual history hunting
Setup
Build it in a few focused steps.
- 1Connect 1Password and BoldSign in the Notis portal.
- 2Create an automation named Delegated history trace.
- 3Tell Notis to list documents sent on behalf of the user or team named in the 1Password request and summarize the relevant history.
- 4Pick the notis_webhook trigger and choose where reports should go.
- 5Test with one real history request.
Questions about this workflow
What starts the trace?
An HTTP request with the user, team, or investigation details starts it.
Does it alter any documents?
No. It retrieves and summarizes available delegated document records.
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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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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