Recheck contract status after Discord updates
Refresh the status when a contract detail changes, so the next decision uses current document information.
Trigger
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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
A revised message can change the context for a contract, while its status remains unchecked in BoldSign.
- Refresh contract context after a meaningful edit.
- Reduce stale status answers.
- Bring relevant document matches to the report channel.
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 which edited contract messages warrant a lookup and how to identify the matching BoldSign document.
- 4Pick the Message Edited trigger for the monitored channel and choose where run reports go.
- 5Test with one real edited message tied to a known document.
Questions about this workflow
Does editing any Discord message run a status lookup?
The instruction should restrict lookups to edits that concern a contract and include usable document clues.
Can this update the document too?
This workflow looks up documents and reports status. Use an edit action workflow when a document change is required.
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
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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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