Get a signing status brief before a meeting
Walk into the conversation knowing which relevant documents need attention.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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
Checking document status across tools right before a meeting adds last-minute context switching.
- Bring relevant document status into a meeting preparation brief.
- Cut down on last-minute tab switching.
- Use document filters described in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which BoldSign documents to look up and what status details to include in the report.
- 4Pick the Google Calendar Event Starting Soon trigger and choose where run reports should go.
- 5Test with one real upcoming event and verify the returned documents are relevant.
Questions about this workflow
Does the calendar trigger include all document details?
No. The trigger provides calendar event information. BoldSign's List Documents action retrieves document records using the filters you describe.
Can it match documents to an attendee automatically?
Only if the information needed for the match is available in the event and BoldSign results. State your matching rule in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Boldsign. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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