Get a scheduled review of pending BoldSign documents
Replace ad hoc account checks with a recurring summary of document status, based on the BoldSign information available to Notis.
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
Pending documents are easy to forget when checking signing status depends on remembering to open BoldSign.
- Put document review on a recurring schedule.
- See a concise summary of documents that may need attention.
- Choose a report channel that fits your routine.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recurring review.
- 3Tell Notis to list BoldSign documents and summarize those that appear pending, noting any status details the returned data provides.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can I make the report weekly?
Yes. Choose the recurring schedule you want when setting the trigger.
Can it determine how long a document has been pending?
Only if the returned BoldSign data includes relevant dates. Tell Notis to report missing dates instead of assuming a duration.
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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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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