Check team agreements before payout work starts
A pre-cycle review surfaces team documents that may need attention before payout activity brings a fresh rush of tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Starting a payout cycle without knowing which agreements are still pending can lead to duplicate chasing or overlooked clients.
- Give the team a shared view before payout work begins.
- Spot agreements that may need coordination ahead of the cycle.
- Reduce duplicate check-ins across teammates.
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 list team BoldSign documents relevant to the upcoming payout cycle.
- 3Pick a recurring schedule timed before the cycle and select a channel for run reports.
- 4Review one real pre-cycle result with collaborators and refine the instruction if needed.
Questions about this workflow
Does this automatically send reminders to signers?
No. It lists team documents for review; use a separate supported workflow for sending or extending requests.
Why is it scheduled?
The check is most useful before a recurring payout cycle, and no Finmo integration trigger is exposed.
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.
Finmo and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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