Find matching BoldSign documents from a new tracking row
Add a tracking request to your sheet and get a report of the BoldSign documents that match it.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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
Searching a signing dashboard for a contract mentioned in a tracking sheet adds a context switch to routine reviews.
- Start a document lookup from a newly added tracking row.
- Use the row's search criteria to filter listed documents.
- Get matching records in the run report.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and BoldSign once in the Notis portal.
- 2Create an automation and describe which documents to find from a new tracking row.
- 3Pick the New Rows in Google Sheet trigger for the tracking sheet.
- 4Choose a report channel, then test with one real row and a known BoldSign document.
Questions about this workflow
Will this update the tracking row?
No. The listed action retrieves and filters documents. It can report matches, but it does not write results back to Google Sheets.
What criteria can I use?
Use criteria supported by the BoldSign document list and provide the values in the row or instruction. Confirm that the needed fields are returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Boldsign. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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 Sheets and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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