Keep Delegated Signing Work Visible
See which documents were sent on behalf of users in a recurring report that is easier to scan and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Delegated signing activity can be hard to reconstruct when requests are spread across people and conversations.
- Review delegated document activity on a schedule.
- Summarize the returned list for faster scanning.
- Keep follow-up visible in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and BoldSign once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list documents sent on behalf of users and use Ai ml api to summarize the returned results.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real audit and check the summary against the returned documents.
Questions about this workflow
Can this include documents sent by every user?
The action retrieves documents sent on behalf of users, subject to the connected BoldSign account's access.
Will it send reminders to signers?
No. The listed action retrieves documents; it does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Boldsign. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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