See which documents were sent on behalf of the team
Turn a request for a signing audit into a focused list of documents sent for others.
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 when ownership is spread across accounts.
- Gather on-behalf document records in one review.
- Make team handoffs easier to inspect.
- Summarize returned records for faster follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list documents sent on behalf of users and summarize the returned records for the requested review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real audit request.
Questions about this workflow
Does this list every document in the BoldSign account?
It lists documents sent on behalf of users. Use the team documents action if you need a team-wide document listing.
Can the webhook request set a date range?
You can ask Notis to use filters supported by the action when the request supplies them. Check returned records to confirm the requested scope was applied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Boldsign. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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