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Notis

Handle requested signature deadline extensions

When someone asks for more time, update the identified signing deadline and keep the request traceable.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Why this helps

Expiry changes can be overlooked when a request is buried in a conversation and the document lives elsewhere.

  • Reduce the chance of missing a deadline change request.
  • Require a clearly identified document and requested extension before acting.
  • Keep a run report for the completed or unresolved request.

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, tell Notis to verify the 2chat request identifies the BoldSign document and requested new expiry, then extend the expiry only when clear.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real extension request and verify the document expiry.

Questions about this workflow

Can Notis decide a new expiry date if the request is vague?

No. Provide a clear requested deadline and document reference; have Notis report unclear requests for follow-up.

Does this workflow send the document again?

No. It uses BoldSign's expiry extension action for an existing document.

Can I trigger this from a 2chat event?

The available trigger is a Notis webhook receiving an HTTP request. No 2chat trigger event is listed.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

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.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

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.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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