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Notis

Send new Google Drive contracts for signature

A new contract lands in Drive. Notis can help get it in front of the right people for signature without another reminder on your to-do list.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

Send Document

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Why this helps

Manually noticing a new contract and starting a separate signature request adds friction and can delay the agreement.

  • Reduce the gap between creating a contract and sending it for signature.
  • Keep the request process tied to the Drive file event.
  • Use a plain-language instruction to tell Notis which new files count as contracts and who should sign.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and BoldSign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to send newly created contract files for signature in BoldSign and specify the signer details it should use.
  • 4Pick the Google Drive File Created trigger and choose where run reports go.
  • 5Test with one real contract file and confirm the resulting BoldSign request.

Questions about this workflow

Will every new Drive file be sent for signature?

The instruction should describe which newly created files are contracts and when Notis should send them. Review the first real example before relying on the automation.

Where do signer details come from?

Include the intended signer details in your instruction or the source information available to Notis. Do not assume the file name alone identifies signers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Boldsign. A trigger fires from one place; an action lands in another.

Google Drive triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

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.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

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.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Google Drive and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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