Give Agility CMS contract requests more signing time
Catch approaching signing deadlines and extend the right request before it expires.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Extend a document’s expiry date before it is signed.
Why this helps
A missed expiry can add avoidable back-and-forth when a contract is still awaiting signatures.
- Review requests on a schedule for expiry follow-up.
- Extend a document deadline when your criteria call for it.
- Keep deadline decisions connected to the contract context you supply.
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 how to identify the relevant contract request and when its expiry should be extended.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real request and verify the intended expiry change.
Questions about this workflow
Can the automation decide how long to extend the expiry?
State the extension rule in your prompt or supply it in the request. The action extends a document expiry date, but your policy must define the new deadline.
Does the action apply before signing?
The listed action is intended to extend expiry before signing. Verify the selected document and deadline in the run report.
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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