Keep contract portal changes connected to your documents
Check the portal on a steady cadence and bring the relevant BoldSign documents into the same review.
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
Changes in a customer or vendor portal can be easy to miss when contract status lives elsewhere.
- Surface portal updates during a predictable review.
- Compare discovered contract references with BoldSign document records.
- Receive a concise report of matches and missing context.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation and describe which portal pages Airtop should review and what BoldSign documents to search for.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real portal page and verify the relevant document matches.
Questions about this workflow
Can this workflow determine whether a portal update changes a contract?
It can summarize visible portal information and compare it with returned document records. It should flag uncertain changes for review rather than treating them as legal conclusions.
What if the portal requires a login?
Use an Airtop browser workflow with access to the portal. Notis can only review pages Airtop can reach.
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
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.