Review BoldSign documents sent on behalf of users
Keep delegated signature work visible with a scheduled review of BoldSign documents sent on behalf of your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Documents sent for someone else can be hard to track when their follow-up is spread across people and conversations.
- Bring delegated documents into one recurring review.
- Filter results around the follow-up criteria you care about.
- Reduce the need to remember who sent each request.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to list documents sent on behalf of users and summarize the records that match your follow-up criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and check that the report includes the documents you expect.
Questions about this workflow
Can this report include only overdue documents?
Use the filters supported by the BoldSign listing action and describe the criteria in your instruction. If due-date information is unavailable, Notis cannot reliably identify overdue records.
Can Notis send follow-up messages to signers?
This workflow lists documents and prepares a report. The allowed BoldSign action here does not send signer reminders.
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.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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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