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Notis

Edit a BoldSign custom field from a task change

Keep contract metadata aligned with the latest task decision.

Trigger

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.

Action

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Why this helps

Custom field corrections are easy to forget when they require a separate admin workflow.

  • Applies metadata corrections quickly
  • Keeps field decisions traceable
  • Reduces admin cleanup work

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and BoldSign in Notis once.
  • 2Create an automation for custom field updates.
  • 3Tell Notis to read the changed task and edit the referenced BoldSign custom field with the approved properties.
  • 4Pick Task Details Changed as the trigger and choose a report destination.
  • 5Test with one existing custom field.

Questions about this workflow

What must be in the task?

Include the custom field identifier and the approved property changes.

Can it create a missing field?

Use the separate custom field creation workflow when the field does not exist.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

TriggerPolling

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.

ActionInstant

New Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

TriggerPolling

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

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.

TriggerPolling

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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