Review open BoldSign contracts for sales follow-up
Get a concise view of contracts that may need attention before they disappear in the pipeline.
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
Sales teams lose track of sent agreements and spend time checking document status one by one.
- Bring outstanding documents into a single scheduled summary.
- Reduce repetitive status checks across sales work.
- Highlight missing contact context instead of guessing at an owner.
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 give it a clear name.
- 3Tell Notis to list open BoldSign documents and summarize what needs sales follow-up, using Agile CRM context only if available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of documents and review the summary.
Questions about this workflow
Can this workflow identify the related Agile CRM contact?
Only when the available document data includes matching information or the automation can access the relevant CRM records. Otherwise, the report should mark the association as unknown.
Does this send reminders to signers?
No. This workflow lists and summarizes documents for internal follow-up. It does not send signer reminders.
Can I choose what counts as open?
Describe the status conditions in the automation prompt. Notis can filter returned data, subject to what BoldSign provides.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.