Skip to content
Notis

Keep an eye on BoldSign API credits

Add a small scheduled check so API credit availability does not surprise you during contract work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get API Credits Count

Retrieve the number of API credits remaining.

Why this helps

A depleted API credit balance can interrupt automations when the team expects signature requests to move.

  • Make remaining API credits visible on a regular schedule.
  • Send the count to a report channel for planning.
  • Reduce surprises before expected signing activity.

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 check the remaining BoldSign API credits on the chosen schedule and report the count.
  • 4Pick the recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the reported count.

Questions about this workflow

Does this count BoldSign documents?

No. The selected action reports the remaining BoldSign API credits.

Can it send a low-credit alert at a custom threshold?

Notis can interpret the returned count, but supply your desired threshold in the instruction because no threshold is provided by the 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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.