Keep contract status close to the conversation
See which discussed contracts need attention without searching through every thread and document.
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
A founder may have to search both chat and eSignature records to remember whether a contract is still awaiting action.
- Bring relevant document status into a scheduled review.
- Use BoldSign document listings to check available records.
- Surface unmatched references for manual review instead of guessing.
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 recent 2chat contract discussions, find matching BoldSign documents, and report their available status and any unmatched references.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real conversation and confirm the reported document match.
Questions about this workflow
Does this workflow change a document?
No. It lists BoldSign documents and reports matching status; it does not send or edit them.
What if a chat does not identify the contract clearly?
Ask Notis to report it as unmatched for review rather than infer which document is meant.
Can I choose how often it runs?
Yes. Select the recurring schedule when you create the automation.
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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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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