Keep BoldSign brand details easy to review
A scheduled brand inventory helps keep account context handy when preparing agreements and signature workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Brand information can take extra searching when someone needs to confirm which signing identity is available.
- Keep an account-level brand inventory in a recurring report.
- Reduce context switching when checking signing identities.
- Use the brand list as a prompt for follow-up account 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 list BoldSign brands on the chosen schedule and summarize the returned brand information.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the listed brands.
Questions about this workflow
Does this retrieve details for a particular brand?
This workflow lists brands. To get details by a specific brand ID, use the Get Brand Details action after obtaining that identifier.
Does ActiveTrail start this workflow?
No. ActiveTrail has no trigger events listed. This package uses a Notis recurring schedule.
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
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.