Check BoldSign behalf documents from an incoming email
Give contract questions a useful first check by having Notis look for related documents sent on behalf of users.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
A message about a contract sent for someone else can require digging through account records before you can respond.
- Look up behalf documents when a relevant email arrives.
- Use the email context to focus the search and report likely matches.
- Keep an account lookup from becoming a separate task to remember.
Setup
Build it in a few focused steps.
- 1Connect Gmail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to check BoldSign behalf documents when an incoming message asks about a contract sent on someone's behalf, then report possible matches.
- 4Pick the New Gmail Message Received trigger, set the report channel, and test with one real example.
Questions about this workflow
Does this fetch the signed PDF?
No. This workflow uses List Behalf Documents to find and report behalf documents. Fetching signed PDFs is not among the listed actions.
What should happen when there is no confident match?
Tell Notis to report that it found no clear match and include the email details needed for a manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Boldsign. A trigger fires from one place; an action lands in another.
Gmail triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.
Gmail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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