Audit team signing requests tied to campaigns
See the team requests connected to your campaign work without asking each person for a status update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
When several people handle campaign prospects, signing progress can be spread across individual accounts and hard to review together.
- Review team document activity in one scheduled run.
- Reduce status chasing across colleagues.
- Use supplied prospect references to focus the review on campaign work.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BoldSign once in Notis and confirm the BoldSign account can access the relevant team documents.
- 2Create a named automation and describe the campaign-related team document review in one instruction.
- 3Provide the prospect references and the criteria for documents to include.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real team document and confirm access and matching.
Questions about this workflow
Will this show every team document?
It uses the List Team Documents action, subject to the access and filters available to the connected BoldSign account.
Does it pull campaign data directly from AimTell?
No. AimTell has no listed trigger here. Provide the references or criteria that let Notis recognize campaign-related 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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