See document follow-ups in a focused scheduled review
Bring signature status and relevant invoice context into one recurring review so the next follow-up is easier to spot.
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
Checking contracts and invoice paperwork across tools makes it easy to miss a document that needs attention.
- Create a predictable review point for documents awaiting attention.
- Reduce context switching between signature records and invoice information.
- Get a concise run report with items that may need follow-up.
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 review the relevant BoldSign documents and compare them with invoice information available from Affinda, listing only actionable follow-ups and missing context.
- 4Pick the Notis cron trigger and choose a schedule, then choose where run reports should go.
- 5Test with one real review period and confirm the reported items against the source documents.
Questions about this workflow
Will this workflow change document status or send reminders?
No. It uses the List Documents action to review records and report findings. Sending or updating documents is outside this workflow.
Can it compare every document with an invoice?
Only when the relevant invoice data can be identified and is available from Affinda. Supply a reliable way to associate the records, or Notis should report that the match is missing.
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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