Find team documents connected to device projects
Make shared signing records easier to connect to the device projects they support with a recurring, context-aware review.
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
Shared document lists rarely explain which device project a record belongs to, making ownership and follow-up harder to spot.
- Retrieve team documents for account or team admins.
- Use project context supplied to Notis to identify likely matches.
- Bring relevant shared records into a recurring review.
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 projects to match and the team document details that should count as relevant.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the matches with an account admin.
Questions about this workflow
Does the action include team filters?
List Team Documents can retrieve team documents with optional filters. The workflow should use only filters supported by the connected action.
Does Notis know the project association automatically?
Only if the returned data or supplied context supports it. Provide project names or other identifying context in your instruction.
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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