See team signature activity for Agility CMS contracts
Get a practical team document review that highlights contract activity and next steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
A founder may not know whether a contract is progressing when its signature request sits in a teammate's BoldSign view.
- Review the team document list from BoldSign.
- Summarize returned contract details in one run report.
- Spot work that may need a follow-up without checking every teammate's view.
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 recognize Agility CMS related contracts in the team document list and what follow-up signals to report.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real team document and confirm the report is relevant.
Questions about this workflow
Does this action search all team documents?
It lists team documents with optional filters. The automation should use criteria supported by the action and details available in returned records.
Will the workflow contact signers?
No. This workflow reviews team documents and reports findings; it does not send messages or change documents.
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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