Spot contract follow-ups before they slip through the project queue
Let a recurring review bring signature documents needing attention back into your project routine.
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
Without a regular review, pending or time-sensitive contracts can remain unnoticed until they block project work.
- Get a recurring list of documents whose returned details suggest follow-up.
- Reduce manual checking of signature progress.
- Keep project follow-up grounded in the data BoldSign provides.
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 BoldSign documents and report those with status or available expiry information that may need follow-up on active Agiled projects.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real documents and check that the report distinguishes available facts from missing project links.
Questions about this workflow
Does the list action guarantee expiry dates are included?
The action lists documents with filters, but the provided description does not guarantee every record includes an expiry date. The prompt should report only available details.
Can this update Agiled tasks?
No. The available target actions here are BoldSign actions. This workflow reports potential follow-up; it does not create or update Agiled records.
Can the workflow flag a contract without project context?
Yes. Instruct Notis to mark the missing Agiled project association instead of inferring one.
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.