Know Which Signing Brands Are Available
A scheduled brand inventory gives you a simple view of the brands available in your connected BoldSign account.
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 can be easy to lose track of when you manage multiple signing identities or business lines.
- Retrieve the available brands on a recurring schedule.
- Get a concise summary of returned brand records.
- Keep signing identity details easier to find.
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 the BoldSign brands and summarize the returned inventory with Ai ml api.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real inventory run and check it against the returned brand list.
Questions about this workflow
Does this create or change brands?
No. This workflow uses List Brands to retrieve the account's brands and summarize the result.
Does the account need to be authenticated?
Yes. BoldSign's List Brands action is used after confirming the account is authenticated.
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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