Get a scheduled review of BoldSign documents
Replace a manual document sweep with a recurring summary of the BoldSign items you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Signing requests can slip out of view when checking document status depends on remembering to open another app.
- Make document review a predictable routine.
- Surface items that match your follow-up criteria.
- Receive a concise report without manually scanning the list.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, say which documents to review and what conditions should appear in the summary.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once and confirm the listed documents and summary are useful.
Questions about this workflow
What starts this workflow?
A Notis schedule (notis_cron). Choose the recurrence in the automation setup.
Can it report only documents that need follow-up?
Tell Notis the criteria to apply to the document data returned by List Documents. Any baseline or status detail unavailable from BoldSign must be supplied in your instruction.
Does this workflow change documents?
No. It uses List Documents (24885) to retrieve documents and summarize them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Boldsign. A trigger fires from one place; an action lands in another.
Box triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Comment Changed
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Edit Custom Field
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New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Edit Document (Beta)
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File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Box and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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