Catch prospect contracts before they expire
See which prospect agreements are nearing their deadline while there is still time to act.
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
An expiring request can become a lost opportunity when its deadline is buried in a separate signing tool.
- Bring upcoming document deadlines into a regular review.
- Focus on prospect agreements you can identify from supplied references.
- Give yourself time to decide whether to follow up or extend.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis and provide the prospect references used to recognize relevant documents.
- 2Create an automation and describe the expiry watchlist outcome in one instruction.
- 3Tell Notis the look-ahead window and which documents count as prospect contracts.
- 4Select a recurring schedule and a run report destination.
- 5Test with one real expiring document and confirm the deadline is interpreted correctly.
Questions about this workflow
Can the workflow extend document expiry automatically?
This workflow uses the List Documents action, which can support a review. Automatic extension would require the separate Extend Document Expiry action and a clear extension rule.
Does AimTell provide the contract reference automatically?
No AimTell trigger event is listed. Provide the prospect references or another reliable way to recognize the relevant documents.
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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