Keep team signature work visible
Give team document review a recurring slot and let Notis summarize the records returned by BoldSign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Team-wide signature work can be difficult to review when documents are spread across individual follow-up routines.
- Review team documents from one recurring report.
- Reduce manual checking for account admins.
- Summarize returned records without assuming information absent from the source.
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 the team documents to retrieve, any supported filters, and the concise summary that helps your review.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one real run using an account with team documents.
Questions about this workflow
Who is this workflow intended for?
The BoldSign action is described for a team or account admin retrieving team documents.
Can the report identify owners or deadlines?
Only when those details are included in the returned data. Ask Notis to report missing details rather than infer them.
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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