Know the BoldSign credit count for contract operations
See the available API credits in a regular report while planning signature workflow activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get API Credits Count
Retrieve the number of API credits remaining.
Why this helps
Teams can lose time diagnosing automation limits when they do not know the account's remaining API credits.
- Retrieve the remaining BoldSign API credit count.
- Include account capacity in recurring operational reports.
- Help plan contract automation activity with current returned information.
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 that the automation should retrieve the remaining BoldSign API credits and report the count.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account run and confirm the reported count.
Questions about this workflow
Does checking credits change the account?
No. The action retrieves the remaining API credits count.
Can the automation estimate future credit use?
It can report the returned count. Estimating future use requires usage assumptions or history supplied separately.
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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