Review BoldSign documents on a schedule
Get a regular view of documents that need attention without opening another dashboard.
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
Keeping track of active signature documents can become another recurring task that slips between meetings.
- Review documents on a recurring schedule.
- Summarize returned document data in a report.
- Use available BoldSign list filters to focus the review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which BoldSign documents to review and what information to summarize.
- 4Choose a recurring schedule and a channel for run reports.
- 5Run one real review to confirm the results fit your needs.
Questions about this workflow
Does ActiveMerge start this workflow?
No. ActiveMerge has no listed trigger events, so this workflow starts on a Notis schedule and reviews documents in BoldSign.
Can it report a custom status history?
It can summarize data returned by the BoldSign document list. Any history or baseline not returned by BoldSign must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boldsign. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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