Know your BoldSign API credit balance before work piles up
Add a simple scheduled credit check to your document workflow review and surface the balance before it becomes a surprise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get API Credits Count
Retrieve the number of API credits remaining.
Why this helps
You may only notice limited API capacity after a document workflow is already waiting on it.
- Make remaining API credits visible on a chosen schedule.
- Spot capacity concerns before planning more document work.
- Keep the check alongside routine document operations.
Setup
Build it in a few focused steps.
- 1Connect Affinda 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.
- 3In one instruction, ask Notis to check remaining BoldSign API credits and report the balance with any threshold you provide for planned signature work.
- 4Pick the Notis cron trigger and choose a schedule, then choose where run reports should go.
- 5Test once and confirm the reported balance and any threshold against your account needs.
Questions about this workflow
Does this workflow purchase or add credits?
No. The selected action reads the remaining API credits count and reports it.
Will it know how many credits upcoming work requires?
Not unless you provide that estimate. The workflow can report the balance and compare it with a threshold you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boldsign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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