Review documents sent on behalf of your team
Make it easier to keep track of documents sent for other users with a recurring, focused review.
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 colleagues can be harder to track when responsibility and status are spread across people.
- Focuses the review on documents sent on behalf of users.
- Makes potential follow-up items visible in a scheduled report.
- Helps reduce the need to reconstruct ownership from memory.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BoldSign once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to list documents sent on behalf of users and summarize available status and date information for follow-up.
- 4Choose notis_cron, select a schedule, and choose the report destination.
- 5Test with one real audit and verify which document details the BoldSign account returns.
Questions about this workflow
Does this action include every document in BoldSign?
It lists documents sent on behalf of users. Use the general List Documents action for a different document scope.
Can it assign follow-up owners in AgencyZoom?
No AgencyZoom action is listed. It can summarize findings in the Notis run report.
What does it use to decide that something needs attention?
Tell Notis the criteria to apply. It can only use status, dates, and other details returned by BoldSign.
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
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