Surface contract requests that need an expiry decision
Get a short list of requests to review before their signing window closes.
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
Expiry dates can pass unnoticed when contract owners have to remember to check individual signature requests.
- Use document filters to find relevant requests when supported.
- Summarize possible expiry follow-ups in a run report.
- Keep deadline review connected to your contract naming or identifier convention.
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 which documents to review, how to identify CMS contracts, and what expiry window should be reported.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real document and confirm the filter and report.
Questions about this workflow
Can the workflow find contracts based on CMS metadata?
Only if the needed information is available to the automation through document details, supported filters, or details you provide.
Will it extend the expiry automatically?
This workflow only identifies and reports candidates. Use an expiry extension workflow when your process calls for changing a deadline.
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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