See campaign signals beside document status
A single scheduled digest can bring current competitive ad findings and relevant contract status into your routine.
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
Teams review competitor activity and agreement status at different times, leaving campaign decisions disconnected from document progress.
- Combine two useful views in one scheduled report.
- Spot relevant documents that still need attention.
- Keep campaign reviews tied to available document status information.
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 recent competitor ad insights and report the status of BoldSign documents that match the campaign context.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign and confirm the status summary matches BoldSign.
Questions about this workflow
Does this create or send documents?
No. It lists and filters BoldSign documents for review; it does not send a signature request.
Can the digest report changes since the last run?
Only if the available data includes history or a baseline. Otherwise, provide a comparison period or prior snapshot in your instruction.
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.