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Notis

Know your BoldSign API credit count before contract work

Add a small account-readiness check to your recurring contract operations routine.

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

A low API credit balance can surprise the team while they are processing project agreements.

  • See the remaining credit count on a recurring schedule.
  • Reduce surprise interruptions to contract operations.
  • Keep the check simple and visible in a chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and BoldSign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name and prompt.
  • 3Tell Notis to check the remaining BoldSign API credits and report the count for contract operations.
  • 4Choose a notis_cron schedule and select where run reports should go.
  • 5Test once and verify the reported credit count in BoldSign.

Questions about this workflow

Does this check credits used by Agiled?

No. It retrieves the remaining BoldSign API credits for the connected BoldSign account.

Can it stop workflows when credits are low?

The available action reports the credit count. Any threshold or follow-up must be included in your instruction, and this action does not disable other workflows.

Why include Agiled in this package?

The scheduled check supports the contract operations that connect your Agiled work to BoldSign, while the action itself reads BoldSign account credits.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Boldsign. A trigger fires from one place; an action lands in another.

Agiled 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.

Agiled and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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