Make contract follow-up part of your weekly payment review
A predictable weekly check helps you catch agreements still waiting on signatures before they disappear beneath newer payment tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Open agreements can fall out of sight when financial admin is split across daily interruptions and separate dashboards.
- Create a steady cadence for checking outstanding paperwork.
- Bring overdue agreement attention into an existing finance routine.
- Reduce reliance on remembering which documents to revisit.
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 review relevant open BoldSign documents for the weekly Finmo payment follow-up routine.
- 3Pick a recurring weekly schedule and a channel for run reports.
- 4Review one scheduled run against real open documents and adjust the plain-language instruction if needed.
Questions about this workflow
Does Notis inspect Finmo transactions on this schedule?
The available Finmo triggers are not exposed, so the workflow reviews BoldSign documents on a Notis schedule using the context in your instruction.
Can I change the cadence?
Yes. Select a recurring schedule that fits your payment administration rhythm.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list all brands in the account. Use after confirming account is authenticated.
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Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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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