Check signature records when a Drive file is shared
A newly shared contract can be a useful moment to check its signature status. Ask Notis to look up relevant BoldSign documents and report what it finds.
Trigger
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.
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
Sharing a contract can start a handoff, but its signature status may still be buried in another app.
- Bring signature context into the sharing handoff.
- Use BoldSign document filters to find relevant records where supported.
- Get a run report without manually switching apps to search.
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 which newly shared Drive files matter, what BoldSign documents to look for, and what to include in its report.
- 4Pick the Google Drive File Shared (Permissions Added) trigger and choose where run reports go.
- 5Test by sharing one real file and review the BoldSign lookup results.
Questions about this workflow
Does sharing the Drive file change BoldSign permissions?
No. This workflow uses the sharing event as a cue to look up BoldSign documents and report context. It does not alter BoldSign document settings.
Will the lookup always find the exact matching document?
The result depends on the identifiers and filters available to BoldSign and the information in the event. Tell Notis what to match and check the first result.
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.
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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.
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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.
Google Drive and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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