Keep open signature requests in view
Get a scheduled snapshot of signature documents so pending work is easier to spot.
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
Open signature requests can disappear from view when updates are spread across campaign and signing tools.
- Bring document status into a recurring review.
- Reduce the need to check documents one at a time.
- Make returned status details easier to scan.
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 summarize returned status details that may need attention.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real set of documents.
Questions about this workflow
Can Notis determine whether a document is overdue?
Only if the returned document data includes a relevant deadline and status. Otherwise, supply the deadline or review rule in your instruction.
Does this workflow send reminders to signers?
No. It lists and reviews documents; this action does not send signer reminders.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.