Audit BoldSign documents sent on behalf of your team
Spot sent agreements that deserve a second look, without manually checking each user's document list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent on behalf of colleagues can be hard to monitor consistently across a sales team.
- Review documents sent on behalf of users in one scheduled run.
- Focus attention on records matching the criteria in your prompt.
- Make uncertain CRM associations visible in the report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the audit.
- 3Tell Notis to list documents sent on behalf of users and summarize those needing sales operations attention.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real document set and confirm the results and matching criteria.
Questions about this workflow
What does the on-behalf document list include?
It returns documents sent on behalf of users. Notis can summarize or filter the returned information based on your prompt.
Does it automatically identify the Agile CRM owner?
Only if the document data or accessible CRM data supports that match. The report should identify uncertain ownership.
Can this workflow send contracts?
No. It reviews existing on-behalf documents and reports findings; sending requires a separate workflow using the Send Document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Boldsign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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