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Notis

Keep BoldSign API credits visible

Make remaining API credits part of a simple recurring operations check, with the returned count in a Notis report.

Trigger

Recurring schedule

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

Action

Get API Credits Count

Retrieve the number of API credits remaining.

Why this helps

When API usage supports important contract workflows, an unnoticed credit balance can complicate operations planning.

  • See the remaining credit count without a manual account check.
  • Include a simple operational signal in a regular report.
  • Base decisions on the count BoldSign returns.

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, ask Notis to retrieve the remaining BoldSign API credits and report the returned count.
  • 4Pick a Notis schedule and choose where run reports should go.
  • 5Test with one real run and confirm the reported count.

Questions about this workflow

Does this action forecast future credit use?

No. It returns the remaining API credits count. A forecast would require additional usage history or assumptions.

Can I choose how often to check?

Yes. Select a recurring schedule in the Notis automation flow that matches your operational review needs.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

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

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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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