Give approved contracts more time to get signed
A scheduled review can surface documents that are close to expiry and extend the ones your policy says should stay open.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
A contract deadline can pass while you are waiting on a response, leaving you to find the document and request an extension at the last minute.
- Review documents on a predictable schedule.
- Extend expiry for only the document statuses and situations you specify.
- Reduce last-minute manual checks for approved contracts.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel which documents may be extended and by how long.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real document that meets your criteria and confirm the new expiry date.
Questions about this workflow
Will the automation extend every document it finds?
Set explicit criteria in your instruction, such as document status, deadline window, and whether an extension is approved. The workflow should leave other documents unchanged.
Can it know which contracts have been approved for an extension?
Only if the approval rule or its source is available to Notis. State the approval criteria in the instruction, or use a source you have made available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Boldsign. A trigger fires from one place; an action lands in another.
Airtable triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
View Created
Triggers when a new view is created in an Airtable base.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
View Deleted
Triggers when a previously known Airtable view is deleted.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Airtable and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.