Review contract documents connected to AccuLynx jobs
Give Notis the job or contract references to check, and have it periodically gather matching BoldSign documents into a concise review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
List documents in My Documents.
Why this helps
Remembering to check contract status across separate job and signing tools makes follow-up easy to lose.
- Bring relevant signing records into a recurring review.
- Reduce manual searching for contract documents.
- Surface records that may need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which AccuLynx job or contract references to use when finding BoldSign documents and how to summarize the results.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real job or contract reference and review the run report.
Questions about this workflow
Can this workflow discover every AccuLynx job automatically?
No AccuLynx trigger or query event is listed here. Supply the job or contract references Notis should use, such as in the automation instruction or run context.
Does List Documents confirm whether a signer completed a document?
It retrieves documents with filters. The fields returned by BoldSign determine which status details Notis can summarize; the workflow should not assume unavailable fields.
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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