Review Brands Used for Partner Agreements
Keep the brands available for partner agreements visible without opening BoldSign to check them manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
When several brands support different partner programs, locating the right brand can add friction to contract work.
- Retrieve the brands in the authenticated BoldSign account.
- Keep brand options visible for partner agreement operations.
- Receive a recurring summary 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 BoldSign brands and summarize the available brand details for partner operations.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real run and check the results against the account.
Questions about this workflow
Does this create or edit a brand?
No. It lists brands in the authenticated BoldSign account.
Can it return details for a particular brand?
This workflow lists brands. The separate Get Brand Details action requires a brand identifier.
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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