Keep team campaign documents visible
Use a shared review to connect competitive campaign context with documents sent on behalf of your team.
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
Documents sent on behalf of colleagues can be difficult to track when campaign research and signer follow-up are spread across tools.
- Review team-related sent documents in campaign context.
- Reduce manual searches across individual ownership views.
- Make follow-up easier to assign based on the report.
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 Adyntel campaign activity and list matching BoldSign documents sent on behalf of users.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with a real team campaign and confirm the report respects the available document scope.
Questions about this workflow
Does the action show every document in the BoldSign account?
It lists documents sent on behalf of users. For a broader team-wide list, the List Team Documents action may be more appropriate.
Can the workflow determine who owns each follow-up?
Only when the document data or your instruction provides that information. Notis does not infer ownership from unavailable fields.
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
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