Check a contact's signature status from one handoff
Answer the status question without switching between campaign records and document lists.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
List documents in My Documents.
Why this helps
Finding a contact's signing status can take several searches when the campaign and signature records are separate.
- Turn a status request into a document lookup.
- Summarize matching returned records.
- Keep campaign follow-up focused on the next needed step.
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 BoldSign documents and find records matching the reference or context in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real contact and known document reference.
Questions about this workflow
Can the workflow look up a document using only a contact name?
Only if the available document data supports a reliable match. Include a unique document reference or other identifying context when possible.
Will it change the contact record in ActiveCampaign?
No ActiveCampaign write action is available in this package. This workflow reviews BoldSign results.
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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