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Notis

Keep available signing brands in campaign context

Connect the market activity you are reviewing with the brands your authenticated BoldSign account can use.

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

Campaign planning can be delayed when teams review opportunities without knowing which signing brands are available in their account.

  • See available BoldSign brands in a recurring campaign review.
  • Make brand availability easier to check during planning.
  • Avoid assuming a brand is available before querying the account.

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 Adyntel competitor campaign insights and list brands in the authenticated BoldSign account.
  • 4Pick a recurring schedule as the trigger and choose where run reports should go.
  • 5Test with one run and confirm the account is authenticated and brand list is correct.

Questions about this workflow

Does this retrieve details for each brand?

The selected action lists brands. Get Brand Details is a separate action that requires a brand identifier.

Does it create a brand?

No. This workflow only lists brands for planning.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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

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