Reconcile Team BoldSign Documents with Active Affinity Deals
See team signing activity and deal references together in a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Team-wide documents can be difficult to reconcile when the signing record and deal pipeline are reviewed separately.
- Review the team's BoldSign document activity.
- Compare available document details with active deals.
- Identify records that appear unmatched and need context.
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 team documents and reconcile their details with active Affinity deal references.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real team document and a known related deal.
Questions about this workflow
Does this workflow include every account document?
It uses the team document listing action and its available results. The account's access and the action's filters determine which documents are returned.
Can it update the Affinity deal after reconciliation?
No. This workflow reports on BoldSign documents and their available deal matches.
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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