Check document status when an Agenty alert arrives
Let an incoming browser-workflow alert cue a focused check of the BoldSign documents relevant to your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
List documents in My Documents.
Why this helps
Important contract status can be easy to lose among browser alerts, document lists, and follow-up reminders.
- Retrieve documents when an alert makes a status check useful.
- Ask Notis to summarize returned document data for quick review.
- Keep follow-up tied to the specific alert and criteria you provide.
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.
- 3Describe which alert should prompt a BoldSign document search and how Notis should filter and summarize returned results.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real alert and check that the returned documents are relevant.
Questions about this workflow
Can this find documents using any custom information from the alert?
Only if the alert provides that information and the BoldSign list action supports the requested filters. Otherwise, provide usable search criteria in your instruction.
Does this workflow send a reminder to a signer?
No. The selected action lists documents. It can report status for your follow-up, but no signer reminder action is specified.
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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