Send New Coda Documents for Signature
Turn a newly created Coda contract into a Boldsign signature request before it gets forgotten.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Contracts created in project docs can sit unsent while everyone assumes someone else handled them.
- Reduces manual handoffs
- Starts signing while context is fresh
- Creates a repeatable contract process
Setup
Build it in a few focused steps.
- 1Connect Coda and Boldsign once in the Notis portal.
- 2Create an automation named New Coda contract signing.
- 3Tell Notis to send each new contract document through Boldsign to the intended signers.
- 4Pick the New Coda Document trigger and choose a report channel.
- 5Test with one real contract document.
Questions about this workflow
Can Notis decide who should sign?
Yes, if signer details are stated in the Coda document or your instruction. Otherwise, provide the signer details.
What happens after sending?
Boldsign sends the signature request and Notis reports the result in your selected channel.
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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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.
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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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No card. Works with personal or business Boldsign.