Check BoldSign status after you email a contract
After you send a contract email, get a status check on the related BoldSign document without starting a separate manual search.
Trigger
Email Sent
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.
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
You send contract emails and then have to remember to search for the related e-signature status later.
- Use a sent email as a reminder to check document progress.
- Surface matching BoldSign documents and their available status.
- Reduce repeated searching across your inbox and signing account.
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 name it for contract status checks.
- 3Tell Notis to use the sent email details to search BoldSign documents and report likely matches with their available status.
- 4Pick the Email Sent trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can Notis guarantee it found the exact document?
The workflow can report likely matches from available email and document details. Tell Notis to flag uncertain matches for review.
Does this send a reminder to the signer?
No. This uses List Documents to check and report status; the listed BoldSign actions do not include sending a follow-up reminder.
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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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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