Triage a new contract task against BoldSign records
Know whether the agreement already exists before creating more work.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
Duplicate contract requests create unnecessary edits, sends, and follow-up.
- Reduces duplicate document creation
- Shows existing signing activity
- Helps choose the next action quickly
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and BoldSign in Notis once.
- 2Create an automation for contract request triage.
- 3Tell Notis to read the new task, list matching BoldSign documents, and report whether to reuse, edit, or send.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test with one real contract request.
Questions about this workflow
What matching clues can it use?
Include customer name, agreement type, document title, or identifier in the task.
Does it modify a document?
No. This workflow only researches and recommends the next step.
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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New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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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.
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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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