Recheck a delegated document after a Discord edit
When the team corrects a delegated contract detail, use the updated context for a fresh lookup.
Trigger
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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 corrected name or contract clue can make an earlier search result stale, leaving follow-up tied to the wrong record.
- Use updated context for delegated document searches.
- Reduce follow-up based on stale or incorrect clues.
- Surface uncertain matches for clarification.
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 re-run the behalf-document search only when an edited message changes a relevant identifying clue.
- 4Pick the Message Edited trigger for the monitored channel and choose where run reports go.
- 5Test with one edited message about a known delegated document.
Questions about this workflow
Does this edit the BoldSign document?
No. It searches the behalf-document list using the updated context and reports results.
What if the updated clue still matches multiple documents?
Have Notis report the ambiguity and request another distinguishing detail.
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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New Discord Message Trigger
Polls a specific Discord channel for new messages.
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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.
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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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