Get a scheduled view of signatures that need attention
Replace scattered status checks with a concise scheduled review of BoldSign documents that may still need a nudge.
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 are easy to forget when their status lives outside the daily campaign routine.
- Create a predictable rhythm for reviewing signature work.
- Summarize retrieved document results in one report channel.
- Use a specified time window or filters to focus the review.
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 on a schedule and summarize those matching the available filters and time window you specify.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the returned documents match your review criteria.
Questions about this workflow
Does this workflow use ActiveTrail campaign results?
No. ActiveTrail has no trigger events listed, and this scheduled workflow reviews BoldSign documents only.
Can it identify overdue requests automatically?
The listed action retrieves documents with filters, but supported filter fields are not specified. Define a date window or criteria only if available in the connected action.
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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