Pull a client's BoldSign document history from an Agiled review
Get a grounded view of signature activity while preparing a client or account review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Preparing a client review means hunting through signature records and piecing together what was sent on whose behalf.
- Gather relevant sent documents for a client review in one run.
- Reduce manual account searches before a client conversation.
- Flag when the available records do not clearly identify the client.
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 use the client named in the request to list relevant BoldSign documents sent on behalf of users and summarize their status.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client review request and check the returned documents.
Questions about this workflow
What does List Behalf Documents return?
It retrieves documents sent on behalf of users. Notis can summarize and filter the returned records based on the client details available.
Will this include every BoldSign document in the account?
No. This action lists documents sent on behalf of users. Use it for that specific record set.
What if the client cannot be matched to a document?
Ask Notis in the prompt to label uncertain matches and identify missing information instead of guessing.
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
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.