Keep on behalf signing follow-up visible
Include delegated signing work in a regular review so relevant documents do not disappear from the operations queue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Delegated documents can be overlooked when their owner and their connection to a device program are not obvious in a routine review.
- Retrieve documents sent on behalf of users.
- Use supplied context to identify records relevant to operations.
- Create a recurring view of delegated signing work.
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.
- 3Tell Notis what device operations context to use when reviewing documents sent on behalf of users.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review whether the returned documents are relevant.
Questions about this workflow
Does this check all account documents?
No. It checks documents sent on behalf of users. Use another listing action for a different scope.
Where does device context come from?
Include the project or incident context in the instruction or provide it through an external webhook; it is not supplied by a 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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