Check delegated signature work from an alert
When an Agenty browser workflow surfaces a relevant issue, bring the related delegated BoldSign documents into a focused report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent on behalf of others can be harder to keep track of when their status is separate from the original workflow alert.
- Focus a delegated-document lookup around an incoming alert.
- Summarize matching documents for a clear next step.
- Keep the lookup limited to data and filters the action supports.
Setup
Build it in a few focused steps.
- 1Connect Agenty and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, describe which alerts should prompt a search for documents sent on behalf of users and what results to report.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real alert and verify the returned documents before relying on the report.
Questions about this workflow
What does this BoldSign action retrieve?
It lists documents sent on behalf of users, with filtering based on the action's supported options.
Will Notis determine which user delegated the document if that is not returned?
No. Notis can summarize returned data, but missing owners or history must be provided by the user or reported as unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Boldsign. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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