Check delegated signature activity after payout runs
A post-run audit gives you one place to check documents sent for others as part of payout administration.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Delegated sends can be hard to remember and reconcile when several people handle payouts and signatures.
- Review delegated signing activity after each reported run.
- Make it easier to spot a missing or unexpected document.
- Reduce reliance on scattered messages about who sent what.
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 and review BoldSign documents sent on behalf of users after your system reports a Finmo payout run.
- 3Pick an incoming webhook trigger and a channel for run reports.
- 4Test with one real payout run and confirm the review covers the intended delegated documents.
Questions about this workflow
Does List Behalf Documents modify any files?
No. It retrieves documents sent on behalf of users for review.
Can the webhook originate from Finmo?
Finmo trigger events are not exposed here, so a connected backend or external tool must notify Notis.
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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Webhook trigger
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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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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