Move renewal requests from Discord to BoldSign
Give renewal paperwork a clear next step when the team flags it in Discord.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Renewals can be discussed in chat without anyone taking ownership of the signature follow-up.
- Make the renewal handoff actionable.
- Reduce follow-up lost between discussion and signature.
- Catch missing renewal document or recipient details.
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 how to recognize a renewal that is ready for signature and identify its document and recipients.
- 4Pick the New Discord Message Trigger for the relevant channel and choose where run reports go.
- 5Test with one real renewal request and review the resulting signature request.
Questions about this workflow
Can this create the renewal document?
The Send Document action sends an available document. The renewal file must already be available to the workflow.
What if the message just says a renewal is coming up?
Have Notis report it for follow-up unless the document and signer details are ready to send.
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
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