Keep a current inventory of BoldSign brands
Know which brands are available in the account without hunting through settings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Brand identifiers can be difficult to find when preparing a branded signing workflow.
- Make available brand details easier to find
- Keep a recurring account reference
- Support later workflows that need a brand identifier
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the brand inventory.
- 3In one instruction, ask Notis to list account brands and report their available names and identifiers.
- 4Choose the Notis cron trigger and set a monthly schedule, then choose where run reports go.
- 5Test one real run and confirm the brand inventory is readable.
Questions about this workflow
Does this create or change brands?
No. It lists the brands available in the authenticated account.
Can the report include brand details?
This action lists brands and their identifiers. Getting details for a specific brand would require a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boldsign. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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