Review documents sent on behalf of others
Keep delegated signing work visible by checking Boldsign whenever the related document set changes.
Trigger
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.
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
Delegated contracts are hard to track when ownership and source documents live in different places.
- Improves delegated work visibility
- Surfaces relevant records quickly
- Supports cleaner follow-up
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Boldsign in Notis once.
- 2Create an automation describing the search query and delegated document context.
- 3Tell Notis to list matching behalf-of documents and summarize their statuses.
- 4Pick Document Search Update as the trigger and choose a report channel.
- 5Test with one matching document update.
Questions about this workflow
What are behalf-of documents?
They are Boldsign documents sent on behalf of other users.
Can Notis filter the list?
Yes, include sender, status, or document criteria in the prompt.
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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