Find BoldSign documents sent on behalf of users
Resolve questions about teammate-sent agreements with one focused lookup from Discord.
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 contract sent on behalf of another user can be hard to find when it is outside your usual document list.
- Search the appropriate document collection for delegated sends.
- Reduce manual checking across account views.
- Return ambiguity when the question lacks enough clues.
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 questions about documents sent on behalf of users, search using available clues, and report matching results.
- 4Pick the New Discord Message Trigger for the relevant channel and choose where run reports go.
- 5Test with one real question about a known behalf document.
Questions about this workflow
Does this search every BoldSign document?
This action searches documents sent on behalf of users. Use a different lookup workflow if the requested document is in another collection.
Can it determine who sent a document if the message does not say?
It can report what the returned records show, but the question must contain enough detail to identify the intended document.
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.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.