See the contract workload before planning the next project cycle
Bring a concise view of signature documents into your planning routine so agreement work is easier to account for.
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
Planning is less reliable when pending agreements and active project work are reviewed in different places.
- Review document records as part of a recurring planning routine.
- Summarize the contract workload using available BoldSign details.
- Call out missing project links so planning assumptions stay clear.
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 retrieve relevant BoldSign documents and summarize their available status for upcoming Agiled project planning.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real records and confirm the summary distinguishes known project ties from missing context.
Questions about this workflow
Does this create a planning forecast?
It summarizes available document records. A forecast would require additional assumptions or data that you provide.
Can it retrieve every document?
The action lists documents in My Documents with filters. The instruction should define the relevant scope, using supported filters.
Will this change project records in Agiled?
No. This workflow produces a BoldSign-based summary for planning; it does not update Agiled.
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.