Get a scheduled view of documents that need attention
Replace a manual document check with a recurring review built around the criteria you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Why this helps
Remembering to check document lists can add another recurring task to an already full week.
- Run a document review on a predictable cadence
- Summarize results against criteria you supply
- Keep review outcomes in one run report
Setup
Build it in a few focused steps.
- 1Connect Abstract and BoldSign once in the Notis portal.
- 2Create an automation and instruct Notis to list BoldSign documents, assess the returned information against your supplied review criteria using Abstract, and summarize relevant results.
- 3Pick a Notis cron schedule and choose where run reports should go.
- 4Test with one real BoldSign document review.
Questions about this workflow
Can it determine whether a document is overdue?
Only if the returned document information includes the dates needed and you provide the rule for deciding what counts as overdue.
Can it change document status?
This workflow retrieves and summarizes documents. The listed BoldSign actions do not include a status-change action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Boldsign. A trigger fires from one place; an action lands in another.
Abstract triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Create Custom Field
Edit Custom Field
List Behalf Documents
Edit Document (Beta)
Extend Document Expiry
List Documents
Connect any two apps with Notis in the middle.
Abstract and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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