Review documents sent on behalf of your team
When an Ably-connected process needs a view of delegated sending, Notis can retrieve BoldSign documents sent on behalf of users and summarize the results.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Delegated document activity can be hard to track when it is spread across account users.
- Surfaces documents sent on behalf of users
- Supports focused reviews based on available filters
- Reduces the effort of checking delegated activity
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 which Ably request should prompt a filtered review of BoldSign documents sent on behalf of users.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and a known delegated document.
Questions about this workflow
Does this list every team document?
It lists documents sent on behalf of users. Use List Team Documents for a team-wide document list.
Can Notis filter results?
Notis can use the data and filters available from the action. It cannot report fields that BoldSign does not return.
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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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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