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Check a contract's BoldSign status with a reaction

Give the team a lightweight way to request a current status check on a contract they are discussing.

Trigger

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

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

Someone sees a contract question and intends to check it later, but the follow-up gets lost in the channel.

  • Turn a simple signal into a focused lookup.
  • Keep the status request attached to its message.
  • Avoid guessing when the contract cannot be identified.

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 reaction requests a status check and how to use the reacted-to message to identify the document.
  • 4Pick the Message Reaction Added trigger for the monitored channel and choose where run reports go.
  • 5Test with one real reaction on a message about a known document.

Questions about this workflow

Can I use the reaction to approve sending instead?

This workflow uses the reaction to request a status lookup. Define a separate approval instruction if a reaction should trigger a send.

What if the reacted-to message has no document clue?

Have Notis report that it could not identify the document and request more context.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

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.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

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.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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