Connect Discord to Boldsign
When something happens in Discord, Notis takes the next step in Boldsign. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Discord to Boldsign
View exampleSend a contract requested in Discord
Turn a clear contract request in a Discord channel into a BoldSign signature request.
View exampleFind contract status from a Discord question
Look up BoldSign documents when someone asks about a contract in Discord and summarize the matching status.
View exampleSend an approved contract after a Discord reaction
Use a designated reaction as the signal to send a previously prepared contract for signature.
View exampleSend a contract from a client thread
When a Discord thread contains a complete contract request, send the identified document to its intended signers.
View exampleUpdate a BoldSign draft after a Discord edit
Use a meaningful edit to a monitored Discord request to update the corresponding BoldSign draft when the change is clear.
View exampleExtend a contract deadline requested in Discord
When a clear Discord request asks for more signing time, extend the identified BoldSign document expiry.
View exampleSend an onboarding agreement to a new Discord member
Send a specified onboarding agreement through BoldSign when a new server member matches a defined agreement requirement.
View exampleSend a renewal document when Discord flags renewal
Turn a clear renewal request in Discord into a BoldSign signature request for the identified renewal document.
View exampleFind documents sent on behalf of a teammate
Search BoldSign's behalf documents when a Discord message asks about an agreement sent for someone else.
Supported Triggers and Actions
Notis builds workflows that link Discord to Boldsign. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Discord and Boldsign
Connect any two apps with Notis in the middle.
Discord and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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