Keep a focused signing follow-up queue
Turn a recurring document list into a short queue of signing items that deserve your attention in device operations.
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 growing set of signing records makes it easy to miss the few that need a timely follow-up.
- Fetch and filter documents in My Documents.
- Ask Notis to summarize records that fit the follow-up criteria you supply.
- Create a predictable review point for open document 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.
- 3In one instruction, define the follow-up criteria and device operations context Notis should apply to the listed documents.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and make sure the resulting queue is actionable.
Questions about this workflow
Does this automatically remind signers?
No. The listed action retrieves and filters documents. It does not send reminders.
Can it identify late documents?
Only when the returned data and the criteria you supply support that decision. Do not assume an unlisted date field or history.
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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