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Notis

Handle contract deadline extension requests from email

When someone asks for more time to sign, let Notis find the referenced BoldSign document and extend the deadline they specify.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Why this helps

Expiry changes can get buried in an inbox, leaving a signer with too little time or a founder chasing requests manually.

  • Catch explicit deadline extension requests as emails arrive.
  • Use the requested date when it is stated clearly.
  • Keep a run report of the action or missing details.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail and BoldSign once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3Tell Notis to extend the expiry of the referenced BoldSign document to the date explicitly requested, and report when the document or date is unclear.
  • 4Choose New Email Received as the trigger and select where run reports should go.
  • 5Test with one real extension request email.

Questions about this workflow

Does this workflow choose a new deadline if the sender does not specify one?

No. Instruct Notis to report the missing deadline so you can provide it.

What if the referenced document cannot be identified?

The run report can note that the document was not confidently matched and include the available identifying details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Boldsign. A trigger fires from one place; an action lands in another.

Agent mail triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Boldsign.