Track delegated signature requests from Discord
Resolve teammate follow-ups about delegated sends with a targeted BoldSign search.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
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.
Why this helps
A request sent on another person's behalf can disappear from the usual follow-up view and leave the team guessing.
- Search the relevant delegated-send records.
- Make follow-up easier without changing tools.
- Report when the request lacks enough identifying context.
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 identify delegated signature follow-ups, search behalf documents, and report the matching result or ambiguity.
- 4Pick the New Discord Message Trigger for the relevant channel and choose where run reports go.
- 5Test with one real follow-up about a known delegated request.
Questions about this workflow
Does this send a reminder to the signer?
No. This workflow searches and reports document information. The listed actions do not include sending a reminder.
Can the search find ordinary documents too?
This action is for documents sent on behalf of users. Use a suitable documents search for other cases.
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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Webhook trigger
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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.
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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.
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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