Review BoldSign signing status on a regular schedule
Get a predictable check-in on outstanding signatures without opening another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Signing status can slip out of view when contract updates and sales conversations live in separate places.
- Create a regular moment to review document status.
- Surface documents that may need attention for sales follow-up.
- Receive a run report in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which BoldSign documents to review and what status summary is useful.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example to check the document results and report.
Questions about this workflow
Does this workflow change or send documents?
No. It uses List Documents to retrieve documents for review and reporting.
Can Notis match documents to HubSpot deals?
Ask Notis to use available details to make the connection. If a reliable matching detail is missing, provide it in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Boldsign. A trigger fires from one place; an action lands in another.
Hubspot 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
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Contact Created Trigger
Contact Created Trigger
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Deal Stage UpdatedTrigger
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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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Hubspot and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.