Review BoldSign expiry dates before they pass
Give time-sensitive signature requests a planned review before their deadline arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Extend a document’s expiry date before it is signed.
Why this helps
A deadline can pass while teams are focused on other work, forcing them to restart a signature request.
- Review returned document data on a schedule.
- Apply an expiry extension when your criteria identify a document to extend.
- Receive a run report of the review and action.
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 how to identify documents that need an expiry extension and what extension to apply.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real document whose expiry can be safely extended.
Questions about this workflow
Can Notis extend every document automatically?
You define the criteria in your instruction. Notis can act on returned document data, but any missing deadline or extension policy must be supplied.
Does this workflow get its trigger from ActiveMerge?
No. It uses a Notis schedule because ActiveMerge has no listed trigger events.
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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