Review BoldSign Document Status for Active Affinity Deals
See which deal documents need attention in one focused review.
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
Contract status can be scattered across deal notes and signing tools, making follow-up easy to forget.
- Bring matching document statuses into a scheduled review.
- Spot deal documents that may need follow-up.
- Avoid repeatedly checking BoldSign by hand.
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 find BoldSign documents matching active Affinity deal references and summarize their status.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real active deal that has a related BoldSign document.
Questions about this workflow
How does it match a document to a deal?
The automation can compare the deal references and document details available from the connected apps. If there is no reliable shared reference, provide one or have it report that the match is uncertain.
Does this workflow send reminders to signers?
No. It lists and reviews documents, then reports findings. It does not send a signer reminder.
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.
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.
Affinity and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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