Bring team signature documents into project review prep
Prepare project reviews with a short view of team documents that may affect current work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Review preparation takes longer when the team has to search the signing account for agreements connected to active projects.
- Gather team document records before a review.
- Focus attention on items relevant to current project work.
- Label unlinked documents so they do not get mistaken for project agreements.
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 BoldSign team documents and prepare a brief summary for active Agiled project reviews, noting any uncertain associations.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real team records and confirm project links are supported by available information.
Questions about this workflow
How is this distinct from the team activity overview?
This workflow prepares a project review summary from team documents, while the overview focuses on recurring visibility into signature activity.
Does it update Agiled projects?
No. It retrieves BoldSign team documents and reports a summary; the available BoldSign action does not update Agiled.
Can Notis infer which projects a document belongs to?
Not reliably unless the returned data or your instruction supplies the connection. It should call out uncertain associations.
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.