Check contract status from Discord
Respond to contract status questions with a focused BoldSign lookup instead of a manual search.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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 a contract's latest status means leaving the conversation, searching documents, and returning with the answer.
- Reduce manual document searches.
- Bring the relevant status back to the question at hand.
- Surface ambiguous matches instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Discord and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Tell Notis to recognize status questions, search BoldSign documents using the supplied contract or recipient clues, and report the best match or ambiguity.
- 4Pick the New Discord Message Trigger for the relevant channel and choose where run reports go.
- 5Test with one real status question and verify the lookup can find the intended document.
Questions about this workflow
Will this post the answer back into Discord?
Specify in the instruction whether Notis should reply in the conversation or send the result to the configured report channel, subject to the available Discord capabilities.
What if multiple documents match?
Instruct Notis to present the candidates or ask for a distinguishing detail rather than report a guessed status.
When this happens · Trigger
Do this · Action
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.
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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.
Discord and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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