Create custom fields for new contract templates
Make new templates easier to operationalize by creating the supporting Boldsign field as they arrive.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Action
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.
Why this helps
Template launches stall when required signing fields are added later by hand.
- Speeds template preparation
- Keeps fields tied to the right brand
- Reduces setup omissions
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Boldsign in Notis once.
- 2Create an automation describing which new documents are templates and what field is needed.
- 3Tell Notis to create the brand-scoped custom field using the document context.
- 4Pick New Document Created as the trigger and choose a report channel.
- 5Test with one template document.
Questions about this workflow
What does the action require?
It requires a brand context and the custom field properties in your instruction.
Can it create fields for every document?
Describe the template criteria so only relevant documents qualify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Boldsign. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 Docs and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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