Know your signing capacity before the payment cycle begins
A quick scheduled credit check helps you identify service capacity issues before a busy payment period depends on contract sends.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get API Credits Count
Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.
Why this helps
Discovering low API credits when contracts need to go out can interrupt client work and create last-minute troubleshooting.
- Check available credits before recurring contract activity.
- Plan for usage limits before they interrupt a client workflow.
- Avoid opening account settings just to verify capacity.
Setup
Build it in a few focused steps.
- 1Connect Finmo and BoldSign to Notis once in the portal.
- 2Create an automation or ask Notis to check remaining BoldSign API credits before your recurring Finmo contract cycle.
- 3Pick a schedule that runs ahead of the cycle and choose a channel for run reports.
- 4Test one run and confirm the credit count appears in the report.
Questions about this workflow
Does this charge or reserve credits?
No. Get API Credits Count checks the remaining count.
Why use a schedule instead of a payment event?
Finmo integration triggers are unavailable, and a pre-cycle check is useful on a predictable schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Finmo to Boldsign. A trigger fires from one place; an action lands in another.
Finmo triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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