Review on-behalf BoldSign documents when a submission arrives
Check the on-behalf document trail alongside a submission and surface relevant signing status for follow-up.
Trigger
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Action
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.
Why this helps
Documents sent on behalf of others can be hard to reconcile with new course activity.
- Prompt a targeted review of delegated documents.
- Reduce searches across course activity and signing records.
- Surface relevant status for the next follow-up.
Setup
Build it in a few focused steps.
- 1Connect Canvas and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list on-behalf BoldSign documents relevant to the submission and report their status.
- 4Pick New Canvas Assignment Submission as the trigger and select the assignment.
- 5Choose a report channel, then test with one real submission and verify the relevant documents are returned.
Questions about this workflow
What documents can this action list?
It lists documents sent on behalf of users. Your instruction should explain how to identify relevant documents from available details.
Will it alter a document?
No. This workflow lists and reports on relevant documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Boldsign. A trigger fires from one place; an action lands in another.
Canvas triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.