Stage Contract Files from New Coda Pages
Prepare a contract file as soon as its Coda page arrives so the signing workflow can continue.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Action
Upload File (Helper)
Helper action to upload a file to R2 temp via the Composio file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).
Why this helps
File preparation creates a small but easy-to-forget delay before sending.
- Removes upload friction
- Keeps intake moving
- Creates a reusable file key
Setup
Build it in a few focused steps.
- 1Connect Coda and Boldsign once in the Notis portal.
- 2Create an automation named Coda contract file staging.
- 3Tell Notis to upload the contract file from each qualifying new Coda page using the Boldsign file helper.
- 4Pick the New Coda Page trigger and choose a report channel.
- 5Test with one page containing a real file.
Questions about this workflow
What does the helper return?
It returns a temporary file key that can be used by supported Boldsign file upload fields.
Does this send the contract?
No. It prepares the file for a later Boldsign action.
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.
List Brands
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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.
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.
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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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