Keep track of BoldSign documents sent on behalf of others
Get a scheduled view of documents sent for others so delegated signature work stays visible.
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 on behalf of teammates can be harder to track when they are spread across individual activity.
- Review documents sent on behalf of users in a recurring run.
- Apply your criteria to identify records needing attention.
- Bring delegated document activity into a report channel.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation and describe which behalf documents to summarize or flag.
- 3Pick a recurring schedule as the trigger.
- 4Choose a report channel, then test with one real behalf-document review.
Questions about this workflow
Does this list every team document?
No. This action lists documents sent on behalf of users. Use the team document list action when you need a team-wide document list.
Can it follow up with a signer?
This action retrieves documents for review. The listed BoldSign actions do not include sending a follow-up message to a signer.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list all brands in the account. Use after confirming account is authenticated.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Cell Range Values Changed
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Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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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