Make signature context easier to review
Set a regular review so signature details recorded in Salesforce are easier to surface when you plan follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contract milestones can be buried in record history, making it harder to see which customer conversations need attention.
- Review signature-related notes on a predictable cadence.
- Surface relevant record context for a focused follow-up pass.
- Avoid repeatedly searching Salesforce notes by hand.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the recurring review.
- 3Ask Notis to review Salesforce notes for the signature context and attention criteria you specify.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real Salesforce note and confirm the review output is useful.
Questions about this workflow
Does this workflow check BoldSign directly?
No. This is a scheduled review of Salesforce notes using the listed Salesforce action. To include signature details, those details need to be recorded in Salesforce notes.
Can it decide which agreements need follow-up?
Yes, if you specify the criteria in your instruction and the Salesforce notes contain the needed context. Information not present in Salesforce must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Salesforce. A trigger fires from one place; an action lands in another.
Boldsign triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Boldsign and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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