Review contracts sent on behalf of your team
Keep team-sent documents easier to reconcile with the conversations that prompted them.
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
Documents sent on behalf of teammates can be hard to track when contract context is split across chats and account records.
- Review the BoldSign on-behalf document list on a regular cadence.
- Compare available document records with relevant chat references.
- Flag unclear or unmatched records for a person to resolve.
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 review relevant 2chat contract conversations, list BoldSign documents sent on behalf of users, and report likely matches and unresolved references.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real conversation and document record.
Questions about this workflow
What does the on-behalf list include?
It retrieves documents sent on behalf of users in BoldSign. Notis can compare those records with chat references available to it.
Will the workflow send reminders to signers?
No. This action lists documents; it does not send messages or reminders.
What happens when the match is uncertain?
The instruction can ask Notis to mark it unresolved for manual review.
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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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.
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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.
2chat and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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