Keep teammate-sent documents in view
See the documents sent on behalf of others in a scheduled summary, with your own review criteria guiding what stands out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
Why this helps
Documents sent for teammates can be hard to track when they are spread across individual work patterns.
- Review behalf documents on a chosen cadence
- Apply criteria you provide to the returned records
- Reduce manual checking across teammate activity
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Abstract once in the Notis portal.
- 2Create an automation and ask Notis to list documents sent on behalf of users, then summarize the records that meet your supplied criteria.
- 3Pick a Notis cron schedule and choose where run reports should go.
- 4Test with one real review of behalf documents.
Questions about this workflow
Does this include every team document?
It uses BoldSign's list of documents sent on behalf of users. Use the team document list action if you need a team-wide document view.
What criteria can I use?
Provide criteria that can be assessed from the returned records, such as particular document names or users when those details are available.
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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