Keep client signature records sent on their behalf in view
Review the documents your team sent on behalf of users and bring relevant client records into focus.
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 others can be easy to miss when reviewing client work from the project side.
- Review on-behalf records on a chosen schedule.
- Surface likely client-related documents for follow-up.
- Make uncertain client associations visible in the report.
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 list documents sent on behalf of users and summarize records relevant to active Agiled clients, marking unclear associations.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real records and confirm the report only makes supported client matches.
Questions about this workflow
What records does this review cover?
It covers BoldSign documents sent on behalf of users, based on the action's description.
Will it include documents sent directly by the account owner?
The action is specifically for documents sent on behalf of users. Use the document listing action for broader document searches.
What if client records lack a clear match?
The prompt should ask Notis to label those records as unlinked or uncertain.
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.
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.
Agiled and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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