Check whether an agreement is still awaiting signature
Before another campaign touch, have Notis check the relevant BoldSign documents and summarize the status for your follow-up decision.
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
Manual status checks make it easy to send an irrelevant reminder or miss an agreement that needs attention.
- Bring document status into the follow-up decision.
- Reduce manual searching across campaign and signing tools.
- Use supplied contact context to interpret retrieved document results.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to retrieve BoldSign documents when the webhook requests a follow-up check, then summarize relevant status using the supplied contact context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and a known BoldSign document.
Questions about this workflow
Does this automatically send a reminder campaign?
No. The listed BoldSign action retrieves documents. Notis can summarize the results for a follow-up decision, but no ActiveTrail action is included.
Can it find a document from an email address alone?
The listed action supports filters, but the available filter fields are not specified here. Supply enough context and verify the returned document results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Boldsign. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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