Keep Boldsign Custom Fields Current
Update contract metadata in Boldsign when the source page changes.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Why this helps
Outdated custom fields can confuse reviewers and weaken contract reporting.
- Improves metadata accuracy
- Reduces manual edits
- Keeps reporting useful
Setup
Build it in a few focused steps.
- 1Connect Coda and Boldsign once in the Notis portal.
- 2Create an automation named Contract field refresh.
- 3Tell Notis to edit the related Boldsign custom field using the updated value from the Coda page.
- 4Pick the Specific Coda Page Updated trigger and choose a report channel.
- 5Test with one real metadata change.
Questions about this workflow
What if the custom field does not exist?
Create it first with the Boldsign custom field action or provide an existing field identifier.
Can it update multiple fields?
Describe each required field in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Boldsign. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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.
Coda 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.