Check for an existing agreement for a new member
Check whether relevant paperwork already exists as part of a new member handoff.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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 team may not know whether a new member already has a signed agreement, creating duplicate work or missed follow-up.
- Check for existing paperwork before creating follow-up.
- Reduce duplicate agreement requests.
- Surface missing identity details for resolution.
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 available member details can identify a related BoldSign document and to report when evidence is insufficient.
- 4Pick the New Member Joined trigger for the managed server and choose where run reports go.
- 5Test with one member whose related agreement status is known.
Questions about this workflow
Can a Discord username reliably identify a signer?
Not necessarily. Use sufficient identity details available to your workflow, and have Notis report when a match cannot be established.
Will this send an agreement if none is found?
No. This workflow searches and reports. A separate send workflow requires a specified document and signer details.
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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