Audit behalf documents after a task update
Review delegated signing activity when the task moves forward.
Trigger
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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
Delegated contracts are hard to trace when ownership is split across people and systems.
- Clarifies delegated sending activity
- Supports cleaner ownership reviews
- Reduces manual document filtering
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and BoldSign in Notis once.
- 2Create an automation for delegated document audits.
- 3Tell Notis to list relevant BoldSign behalf documents and summarize status, sender, and dates using the updated task context.
- 4Pick Task Updated as the trigger and choose a report destination.
- 5Test with one delegated contract task.
Questions about this workflow
What should the task specify?
Include the person, project, date range, or document reference to review.
Does it alter documents?
No. It retrieves and summarizes behalf documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Boldsign. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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 Tasks and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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