Audit Documents Sent on Behalf of Affinity Deal Owners
Make shared contract activity easier to review alongside active deals.
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 a teammate may be hard to reconcile with the deal owner and pipeline context.
- Review documents sent on behalf of users.
- Compare available sender and deal references.
- Surface records that need ownership clarification.
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 list documents sent on behalf of users and summarize matches with active Affinity deals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real on-behalf document and its related deal record.
Questions about this workflow
Does the action change document ownership?
No. It lists documents sent on behalf of users for review and reporting.
What if there is no clear deal match?
The report should label the document as unmatched or uncertain instead of assigning it to a deal owner.
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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