See which Agiled project contracts still need attention
Replace scattered status checks with a short scheduled review of contract progress.
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
When active projects and signatures live in separate tools, overdue agreements can disappear from the daily view.
- Reduce manual searches across contract and project tools.
- Get a focused list of documents whose status may need follow-up.
- Make review time predictable with a recurring schedule.
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 review BoldSign documents and report status relevant to active Agiled projects, noting any missing project link.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real documents and confirm the report identifies the right items.
Questions about this workflow
Does this automatically know which document belongs to which Agiled project?
Only when that relationship is available in the returned data or provided in your instruction. If it is missing, Notis should report the uncertainty rather than assume a match.
What does the schedule do?
The notis_cron trigger starts the review on a recurring schedule you choose when setting up the automation.
Does this send reminders to signers?
No. This workflow lists and reviews document status. It does not send a signer reminder.
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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