Triage signing documents against your device project context
Bring a short, relevant document review into your routine using the project context you already know matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
List documents in My Documents.
Why this helps
A long document list makes it harder to see which signing items relate to a particular device project or operational responsibility.
- Fetch and filter documents in My Documents.
- Use project context supplied by you to identify relevant records.
- Create a focused follow-up report instead of revisiting the full list manually.
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 which project context and document criteria to use when filtering BoldSign documents.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check that the filtered list matches your intent.
Questions about this workflow
Can Notis use historical project context that is not in the returned documents?
Provide that context in the instruction or request. Notis should not assume the apps return an unlisted field or history.
Does this workflow modify document status?
No. It lists and filters documents for triage.
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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