Hand off signed PDFs without searching for them
Put the signed document reference and completion context into a draft that is ready for the right person to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Finding the final PDF and writing a handoff note often becomes a separate task after the signing is already complete.
- Tie the handoff to a confirmed completed document.
- Make the signed PDF easier to locate.
- Review recipient and access details before sending.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Gmail once in the Notis portal.
- 2Create an automation named Signed PDF handoff draft.
- 3Tell Notis to check the incoming BoldSign document, confirm it is signed, retrieve the signed PDF reference, and draft a Gmail handoff for the recipient you specify.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real completed document and confirm the PDF reference and recipient.
Questions about this workflow
Will the PDF be attached automatically?
Only if the available BoldSign and Gmail flow provides a valid attachment reference. Otherwise, the draft should include the available document reference and note that an attachment is missing.
Can it choose a recipient?
Supply the recipient in the webhook context or automation instruction; Notis should not guess an address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Gmail. A trigger fires from one place; an action lands in another.
Boldsign triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Boldsign and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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