Keep signature follow-ups visible across the agency
Give the team a regular view of BoldSign documents that may need attention, without relying on scattered manual checks.
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
Signature requests can sit unnoticed when the team has to remember to open a separate document dashboard and scan it manually.
- Creates a recurring review point for BoldSign documents.
- Can surface candidate follow-ups in a Notis run report.
- Reduces context switching between client work and document status checks.
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 document follow-up review.
- 3In one instruction, ask Notis to list BoldSign documents and summarize records that may need follow-up, using only available status and date details.
- 4Choose notis_cron and set the review schedule, then select where run reports go.
- 5Test with one real review and verify that the report reflects the available document data.
Questions about this workflow
Will this workflow update AgencyZoom records?
No. The available action lists BoldSign documents. The workflow can report findings, but no AgencyZoom update action is listed.
Can it identify overdue documents?
It can flag records based on available status and date fields. Any definition of overdue should be stated in your instruction.
Can I schedule it weekly?
Yes. Choose a recurring schedule when setting the notis_cron trigger.
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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