Review signing progress for campaign prospects
Get a focused view of the campaign-related signing requests that still need attention.
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
Prospect follow-up can slip when campaign context and document status require separate searches.
- Review outstanding requests on a predictable schedule.
- Reduce manual searching through BoldSign documents.
- Use the identifiers you provide to connect campaign context with documents.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis; provide the prospect references needed to identify relevant documents.
- 2Create a named automation and describe how to review campaign-linked signing status in one instruction.
- 3Specify which document statuses or follow-up cases matter to you.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real document and confirm the results match your intended prospect list.
Questions about this workflow
Does this read campaign analytics from AimTell?
No AimTell trigger or analytics action is listed. This workflow reviews BoldSign documents and relies on reference details you provide to identify campaign prospects.
Can it send reminders to signers?
The listed action only lists documents. It can surface status for your review, but it does not send a reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Boldsign. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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