Find the document behind a contract conversation
Turn a specific document question into a focused lookup instead of a manual search across tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Finding the right document from a chat reference can interrupt the work already in progress.
- Search available BoldSign document records using a supplied reference.
- Return likely matches for a quick review.
- Avoid acting on ambiguous matches.
Setup
Build it in a few focused steps.
- 1Connect 2chat and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to use the supplied 2chat reference to search BoldSign document listings and report likely matches without changing documents.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contract reference and verify the result.
Questions about this workflow
Does this workflow retrieve the signed PDF?
No. It lists and filters document records. The listed actions do not include fetching a signed PDF.
What should the webhook request contain?
Include a specific contract or document reference from the conversation so Notis can search and report likely matches.
Will it edit or send a document?
No. This workflow performs a document lookup only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Boldsign. A trigger fires from one place; an action lands in another.
2chat triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
2chat and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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