Audit BoldSign documents sent on behalf of job stakeholders
When a job review is requested, let Notis retrieve BoldSign's on-behalf documents and summarize records relevant to the supplied AccuLynx context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent on behalf of teammates can be hard to review alongside the job context that explains why they matter.
- Gather on-behalf documents for a requested review.
- Use supplied AccuLynx job context to focus the summary.
- Make document review easier to hand off.
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.
- 3In one instruction, tell Notis to use the incoming job context to retrieve and summarize relevant on-behalf documents.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review which document details BoldSign returns.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an external system sends an HTTP request. AccuLynx has no listed native trigger event.
Can it retrieve documents on behalf of any user?
The listed action retrieves documents sent on behalf of users. Which documents are returned depends on BoldSign's available filters and the account's access.
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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