Find Expiring BoldSign Documents for Affinity Deals
Catch approaching document deadlines while there is still time to act.
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
A contract expiry can pass unnoticed when deadlines live outside the deal pipeline.
- Surface documents whose expiry is approaching.
- Connect available document details to relevant deal references.
- Create a concise list for timely follow-up.
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 BoldSign documents, identify upcoming expiries, and look for matching Affinity deals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real document that has an expiry date and a related deal reference.
Questions about this workflow
Can it extend the document expiry automatically?
This workflow reviews and reports expiry dates. Extending expiry requires a separate action and a clear decision to change the document deadline.
What if the expiry date is unavailable?
The automation should mark the date as unavailable and not infer a deadline.
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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