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Notis

Keep an eye on BoldSign API credits for contract work

Have Notis check the remaining BoldSign API credits on a schedule so your team has the account information at hand.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get API Credits Count

Retrieve the number of API credits remaining.

Why this helps

Finding out about limited API credits late can interrupt automation work and create avoidable uncertainty.

  • Make remaining credits visible on a chosen schedule.
  • Reduce the need for manual account checks.
  • Give the team a timely usage snapshot.

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 retrieve and summarize the remaining BoldSign API credits for contract operations.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test once and confirm the reported count.

Questions about this workflow

Does this workflow forecast future credit usage?

No. The listed action retrieves the remaining API credits count. Forecasting would require usage history or other data not specified here.

Does checking credits affect any documents?

No. It retrieves the remaining credits count for review.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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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