Connect account changes to the team's documents
Review public account changes alongside the BoldSign documents your team manages, with one concise report.
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
Account research and team contract records are separated, making it harder to spot where follow-up is needed.
- Pair public account context with team document records.
- Help account owners spot possible contract follow-up.
- Give the team one scheduled summary to review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation and describe which account sources to review and what team documents to retrieve.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one account and confirm that the report includes only relevant team documents.
Questions about this workflow
Can this action retrieve documents across the team?
The BoldSign List Team Documents action is intended to retrieve team documents, subject to the connected account's access and the filters you specify.
Will it automatically assign follow-up to a teammate?
No assignment action is included here. The automation can identify likely follow-up and report it through your selected run-report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Boldsign. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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