Find the right BoldSign documents from an Ably request
A follow-up request arrives through Ably. Notis can search BoldSign My Documents with available filters and summarize the matching records.
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 for a follow-up often means switching tools and searching from scratch.
- Starts document lookup from a clear follow-up request
- Uses BoldSign's available document filters
- Helps identify records that need attention
Setup
Build it in a few focused steps.
- 1Connect Ably and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how an Ably request should guide a filtered search of BoldSign My Documents and summarize relevant results.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lookup request and a known document.
Questions about this workflow
Can this guarantee a document is signed or overdue?
The action lists documents with available filters. The workflow should only report statuses and details present in the returned data.
Can it search documents sent on behalf of others?
Use List Behalf Documents for that purpose. This workflow uses the My Documents list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boldsign. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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