Check related agreement status from a Canvas discussion
Bring a discussion message and its related signing paperwork into one follow-up step.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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
A discussion can reveal a need for agreement follow-up, but the signing status may require a separate search.
- Prompt a status check from relevant discussion activity.
- Reduce context switching between course messages and documents.
- Surface related agreement status for a follow-up decision.
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 which discussion messages call for an agreement lookup and to report the related BoldSign document status.
- 4Pick New Canvas Discussion Message as the trigger and select the discussion topic.
- 5Choose a report channel, then test with one real message and verify the match and status.
Questions about this workflow
Will it search every BoldSign document?
The listed action can list documents with filters. Instruct Notis to use the available message context to find a relevant document and test that the match is accurate.
Does this send a new agreement?
No. This workflow checks and reports document status.
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.
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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
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