Get a regular view of team documents
Replace scattered spot checks with a recurring team document review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
A founder may not know which team documents need attention until someone asks for an update.
- Review team documents on a predictable cadence.
- Summarize returned document information in one place.
- Reduce ad hoc status checks.
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 team documents and summarize returned records that may need review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real team document listing.
Questions about this workflow
Does this action include every user's documents?
It retrieves team documents according to the connected account and action's available filters. Confirm access and returned records in the test run.
Can Notis report changes since the last run?
Only if you provide a baseline or the action returns enough history to compare. Otherwise, the scheduled run is a fresh review of returned records.
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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