Review team signing documents in your operations routine
Keep team document follow-up visible with a scheduled BoldSign review informed by your device operations context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Team documents can disappear into a shared account while the device issue that prompted them remains on someone's mind.
- Retrieve team documents with optional filters.
- Use a recurring schedule to bring document review into an operations routine.
- Ask Notis to highlight records relevant to context you supply.
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 which team documents and device operations context Notis should use in its review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check the results with an account admin if needed.
Questions about this workflow
Who should use List Team Documents?
It is intended for a team or account admin retrieving team documents.
Does the action sign or send documents?
No. It retrieves team documents for review. Sending requires the Send Document action.
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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