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Extend a BoldSign Contract Deadline from an Approved Deal Handoff

Apply an approved deadline change without searching through document settings.

Trigger

Webhook received

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

Action

Extend Document Expiry

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

Why this helps

An approved extension can get delayed when someone has to locate the right document and update its deadline manually.

  • Act on a supplied, approved expiry change.
  • Use the document reference and new deadline from the handoff.
  • Reduce time spent locating and updating the right document.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and BoldSign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe that it should extend a document only when the handoff includes an explicit approval, document reference, and new expiry date.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real approved extension and verify the resulting document deadline.

Questions about this workflow

Will it choose a new deadline if none is supplied?

No. The handoff must provide the new expiry date; the automation should report missing dates rather than invent one.

Can the workflow extend any document it finds?

It should act only on the document reference explicitly supplied in the approved handoff.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Boldsign. A trigger fires from one place; an action lands in another.

Affinity 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.

Affinity and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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