See the team document pipeline in one report
Get a focused view of team documents from BoldSign so the agency can spot follow-up work without opening multiple views.
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
A team-wide signing queue is easy to overlook when each person checks only their own documents.
- Surfaces team document records in a recurring review.
- Helps identify follow-up candidates across users.
- Reduces manual status checking for agency leads.
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 team document pipeline.
- 3Describe in one instruction how Notis should summarize available team document statuses and identify records for review.
- 4Choose notis_cron, set the schedule, and select where run reports go.
- 5Test with one real team review and confirm the account returns the expected document scope.
Questions about this workflow
Is this a personal document review?
No. The Team Documents action is for team document records, subject to the connected BoldSign account's access.
Can the report compare against an AgencyZoom baseline?
Only if the necessary baseline is provided or available from connected data. This action lists BoldSign team documents.
Can this workflow send reminders to signers?
The listed action retrieves team documents. It does not send signer reminders.
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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