Review signature status for address-related agreements
Get a recurring view of address-linked agreements that may need your attention.
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
When agreements are spread across active work, checking each signing status one by one can become another recurring chore.
- Bring document status checks into a recurring review.
- Use customer or address context you supply to focus the review.
- Make pending agreement follow-up easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recurring status review.
- 3Tell Notis to list BoldSign documents and summarize the statuses relevant to the customer or address context you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the supplied context is sufficient.
Questions about this workflow
Does this schedule check Addresszen records?
No. Addresszen has no listed trigger events or lookup action in this package. The schedule starts the workflow, and the BoldSign action lists documents.
Can the workflow match documents to addresses automatically?
Only when the available document data and supplied context support the match. Do not assume an address field or history is available unless it is provided.
Which BoldSign action is used?
List Documents fetches and filters documents in My Documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Boldsign. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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