Check delegated contract activity around payout exceptions
When a payout needs a closer look, include the related delegated signature activity in the same review instead of chasing it separately.
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
An exception can create several follow-up threads, making it difficult to see whether someone already sent the necessary paperwork.
- Include delegated sends in a focused exception review.
- Reduce duplicate follow-up when multiple people are involved.
- Keep payment and document investigation closer together.
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 delegated BoldSign documents when your system reports a payout needing extra review.
- 3Pick an incoming webhook trigger and choose a channel for run reports.
- 4Test with one real review case and confirm the results help identify related delegated activity.
Questions about this workflow
Does this resolve the payout exception?
No. It retrieves documents sent on behalf of users to support the review.
What starts the review?
An external tool or custom backend sends Notis an incoming webhook when a payout needs additional attention.
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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