Review contract requests sent on behalf of your team
See which contract requests were sent on behalf of users without searching through the account manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Requests sent by different users can make contract ownership and follow-up harder to see in one place.
- Review the dedicated list of documents sent on behalf of users.
- Summarize relevant contract activity for follow-up.
- Reduce manual account searches when requests span users.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe what contract documents to look for in the sent-on-behalf list and what ownership or follow-up details to report.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check the summary against BoldSign.
Questions about this workflow
Does this list include every BoldSign document?
This action lists documents sent on behalf of users. For broader account document searches, use a workflow based on the available List Documents or List Team Documents actions.
Can it assign an owner?
It can summarize returned details and surface follow-up. Any ownership rule should be supplied in your prompt or contract context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Boldsign. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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