Check BoldSign status from Confluence matches
Turn a targeted knowledge query into a focused signing status check.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Finding the right contract status can require searching two systems and comparing names manually.
- Focus status checks on relevant content
- Reduce cross-tool searching
- Surface stalled documents sooner
Setup
Build it in a few focused steps.
- 1Connect Confluence and BoldSign in Notis once.
- 2Create an automation for your contract CQL query.
- 3Tell Notis to list matching BoldSign documents and summarize status, recipient, and expiry.
- 4Pick New CQL Content Match as the trigger.
- 5Choose a report channel and test with one matched result.
Questions about this workflow
Does this change any BoldSign documents?
No. It lists and summarizes documents for review.
What query should I use?
Use a CQL query that identifies the contract or project context you care about.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Boldsign. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence 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.