Keep BoldSign brand details easy to find for contracts
Make brand identifiers visible in a recurring report so contract setup does not depend on someone remembering where to look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Brand details used by contract workflows can be hard to track when stored separately from content operations.
- List the brands in the authenticated BoldSign account.
- Summarize brand identifiers for future workflow use.
- Avoid interrupting contract work to search for account setup details.
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 list BoldSign brands and report each brand name and identifier relevant to your contract process.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account run and verify the returned brand list.
Questions about this workflow
Does listing brands create or change a brand?
No. This action lists brands in the account after authentication.
Can it retrieve details for a particular brand?
Use the listed brand identifier with the separate Get Brand Details action when detailed information is needed.
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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