Review available BoldSign brands for job paperwork
When your team needs a clear view of available signing brands, Notis can retrieve the BoldSign list and summarize it on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Teams may waste time hunting for the right brand when preparing consistent job paperwork.
- Make available brands easier to review.
- Reduce repeated manual account checks.
- Keep brand discovery separate from document sending.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and BoldSign once in the Notis portal and confirm BoldSign authentication.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list BoldSign brands and summarize the options for your job paperwork review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once and confirm the returned brand details are useful to the team.
Questions about this workflow
Why does this workflow need BoldSign authentication first?
The List Brands action is intended for use after confirming the account is authenticated.
Does listing brands select one for a document?
No. It retrieves the available brands. Choosing a brand and using it in another action would require additional supported behavior and details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Boldsign. A trigger fires from one place; an action lands in another.
Acculynx triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
Acculynx and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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