Apply approved signing deadline extensions
Let recorded approvals make it onto the signing request before its expiry becomes a blocker.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Extend a document’s expiry date before it is signed.
Why this helps
An extension decision may be made days before anyone remembers to update the e-signature deadline.
- Catch approved extension records in a recurring review
- Apply a supplied new expiry date to the matching document
- Report records that cannot be matched or updated
Setup
Build it in a few focused steps.
- 1Connect AnyDB and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for approved extensions.
- 3In one instruction, ask Notis to find approved extension records, match each document, extend to the supplied date, and report incomplete cases.
- 4Choose the Notis cron trigger and set a suitable schedule, then choose a report destination.
- 5Test with one real approved record and verify the target document and date.
Questions about this workflow
What if no new expiry date is stored?
The workflow should report the record and skip the update because the destination date is required.
Could the same record be processed again?
Specify in the instruction how to recognize records that still need processing, such as an explicit status or completion marker in the data available to Notis.
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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