See team signing activity without a manual search
An Ably request can prompt Notis to retrieve BoldSign team documents and highlight relevant results for the team or account admin.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Team-wide document reviews take time when someone must manually search for records and compile them.
- Retrieves team documents for a targeted review
- Helps admins spot relevant records faster
- Uses available filters instead of requiring a manual scan
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 prompt a filtered BoldSign team-document review and summarize results.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real review request.
Questions about this workflow
Who is this workflow intended for?
It is suited to a team or account admin who needs to retrieve team documents.
Can the summary include custom fields not returned by BoldSign?
No. Notis can summarize returned data, but unavailable fields must be supplied by the user or treated as missing.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
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.
Edit Custom Field
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.
Extend Document Expiry
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.
Ably and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.