Give contract follow-up a regular review slot
Use a recurring Notis run to surface the BoldSign documents that need your attention, based on filters the action supports.
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
Without a predictable review, open document work can slip behind the latest messages and tasks.
- Create a repeatable review without manually opening the document list.
- Summarize returned document details in a run report.
- Choose filters and review cadence that fit the information BoldSign provides.
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, specify the BoldSign documents to list, supported filters to apply, and how to summarize the results.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the report matches the documents you expect.
Questions about this workflow
Can I choose any schedule?
Choose a recurring schedule in the Notis automation flow that suits your review routine.
Does the listing action include every possible document filter?
Use only filters supported by the BoldSign List Documents action. The action description says it supports filters but does not enumerate them here.
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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