Keep your BoldSign signing brands easy to find
Create a simple recurring inventory of available BoldSign brands so the team can find the right signing identity when preparing client documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Choosing the right signing identity can add friction when brand options are hard to recall or find.
- Lists brands available in the authenticated BoldSign account.
- Makes signing identity options easier to review in a report.
- Helps teams avoid searching for brand details during document preparation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the BoldSign brand inventory.
- 3In one instruction, ask Notis to list the authenticated account's BoldSign brands and summarize the returned names and identifiers.
- 4Choose notis_cron, set the schedule, and select a destination for run reports.
- 5Test with one run and confirm the inventory reflects the connected account.
Questions about this workflow
Does this create or edit a brand?
No. The List Brands action retrieves available brands from the authenticated account.
Can it include brand details such as logos?
This action lists brands. Use the returned brand identifier with Get Brand Details when specific details are needed.
Why is the trigger scheduled?
AgencyZoom has no listed trigger events, so a Notis cron can start a recurring inventory review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Boldsign. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.