Bring counterparty context into document review
Gather public context with Airtop, then pull the relevant behalf documents into a clear review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
A document list rarely includes the latest public context that could make a review more useful.
- Add current public website context to a document review.
- Focus the report on documents sent on behalf of users.
- Make missing or conflicting counterparty details easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation and describe the counterparty pages to review and the criteria for finding relevant behalf documents.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one counterparty and verify the report distinguishes sourced facts from missing details.
Questions about this workflow
Does Airtop validate a counterparty's legal identity?
No. It can collect visible website information, but the report should identify its source and flag identity details that need independent verification.
What does the BoldSign action return?
It lists documents sent on behalf of users, which Notis can filter and summarize using your criteria.
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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