See Team Signing Work for New Coda Projects
Start each project with a quick view of related team documents in Boldsign.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Project kickoff often requires checking several places to find active signing work.
- Improves kickoff visibility
- Reduces app switching
- Makes ownership clearer
Setup
Build it in a few focused steps.
- 1Connect Coda and Boldsign once in the Notis portal.
- 2Create an automation named Project signing overview.
- 3Describe that Notis should list relevant Boldsign team documents for each new Coda project document.
- 4Pick the New Coda Document trigger and choose a report channel.
- 5Test with one real project document.
Questions about this workflow
Can it list only related documents?
Yes, provide the project identifier or matching terms in the instruction.
Does it change any documents?
No. It creates a readout of team documents for the project.
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.
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Webhook trigger
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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.
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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.
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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
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