Review Delegated Signing Work After Coda Changes
See which delegated Boldsign requests may need attention after a contract page update.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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
Changes to shared contracts can leave delegated signing requests out of sync.
- Surfaces delegated work
- Clarifies follow-up ownership
- Reduces missed updates
Setup
Build it in a few focused steps.
- 1Connect Coda and Boldsign once in the Notis portal.
- 2Create an automation named Delegated signing review.
- 3Tell Notis to list Boldsign documents sent on behalf of users that match the updated page.
- 4Pick the Specific Coda Page Updated trigger and choose a report channel.
- 5Test with one real page change.
Questions about this workflow
What does on behalf mean here?
Boldsign uses this view for documents sent on behalf of other users.
Will it edit those documents?
No. It lists them so you can decide the next step.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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
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