Review BoldSign documents sent on behalf of users
Bring documents sent on behalf of users into the review when a device-related event calls for a closer look.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent for someone else can be difficult to track when device operations create a separate trail of follow-up.
- Retrieve documents sent on behalf of users for filtering.
- Use a webhook to begin a review when an external system flags a relevant issue.
- Give Notis context to identify which returned items deserve attention.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the device-related follow-up that should prompt a review of documents sent on behalf of users.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook example and verify the document list.
Questions about this workflow
Does this include every BoldSign document?
This action lists documents sent on behalf of users. Use List Documents or List Team Documents for different document scopes.
What starts the workflow?
An external system sends an HTTP request to the Notis webhook. Adafruit IO has no listed trigger event here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Boldsign. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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