Review Partner Signature Requests on a Schedule
Get a focused review of relevant BoldSign documents without repeatedly checking the document list yourself.
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
Open signature requests are easy to overlook when partner work is spread across affiliate and contract tools.
- Run a recurring review of documents in My Documents.
- Filter returned documents using available document data and supplied partner context.
- Receive a concise report in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and BoldSign once in the Notis portal.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to list relevant documents and report those needing attention using the partner context you provide.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and confirm the report matches the document data.
Questions about this workflow
Can the workflow know which documents belong to Adtraction partners?
Only when the returned document data or context supplied to Notis makes that relationship clear.
Does this workflow send reminders to signers?
No. It lists documents and reports findings. The available action here does not send a reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Boldsign. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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