Keep Agility CMS contract signing status visible
Get a scheduled view of contract documents that may need attention, without repeatedly checking BoldSign by hand.
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
Signing progress is easy to lose track of when contract context lives in the CMS and signature status lives elsewhere.
- Review document status on a consistent schedule.
- Receive a concise report that helps surface follow-up needs.
- Reduce repeated manual checks across the CMS and eSignature account.
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 BoldSign documents relate to your Agility CMS contracts and ask for a status summary.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contract document and confirm the report is useful.
Questions about this workflow
Can the automation identify every CMS contract automatically?
Only if the relationship can be established from available document details or information you provide in the prompt. Supply a reliable identifier or naming convention if needed.
Does this workflow change document status?
No. It lists documents for review and summarizes returned information.
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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