Watch campaign related documents for expiry
Keep relevant sent documents and available expiry information visible during your scheduled campaign review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
A document deadline can be overlooked when sent-on-behalf records are reviewed separately from campaign activity.
- Combine campaign context and sent-on-behalf document review.
- Surface expiry information when it is available.
- Give owners a clear place to follow up on approaching deadlines.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to summarize relevant campaign insights and list matching behalf documents with available expiry details for review.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one document that has known expiry information.
Questions about this workflow
Does this extend the expiry date?
No. It identifies records for review. Extending a document expiry requires the separate Extend Document Expiry action.
What if expiry is not returned?
The report should state that expiry information is unavailable rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Boldsign. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.