Check related agreements before closing a payment wallet
Before closing a wallet, make a quick pass over the paperwork tied to its payment activity so no open agreement is overlooked.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Closing out a wallet while a related document remains active can lead to confusing follow-up after the financial work seems finished.
- Add contract visibility to a wallet closure checklist.
- Find relevant documents before the finance context is closed out.
- Reduce after-the-fact rediscovery and cleanup.
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 BoldSign documents relevant to a wallet when your system reports a wallet closure review.
- 3Pick an incoming webhook trigger and choose where run reports should appear.
- 4Test with one real closure review and check that the listed documents are relevant.
Questions about this workflow
Does this close the wallet?
No. It lists documents for review; wallet management is outside the supplied BoldSign actions.
Can it identify related documents automatically?
The prompt should describe what wallet or payment context is available and how Notis should use it to filter the document list.
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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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.
Finmo and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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