Start the Day with a Jira and BoldSign Contract Follow-Up List
Get a concise view of contract issues that may need attention and the matching signature document status.
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
Contract follow-ups can get buried across issue lists and signature requests, especially when checking each app takes several context switches.
- Bring Jira contract work and BoldSign status into one scheduled report.
- Make pending and unmatched items easier to review.
- Reduce repetitive status checks across apps.
Setup
Build it in a few focused steps.
- 1Connect Jira and BoldSign once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: review the Jira contract issues and related BoldSign documents for items needing follow-up, summarize the reasons and flag unclear matches.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Can this report determine which issues are overdue?
Only if due dates or another clear deadline are available in the Jira issue or BoldSign results. Otherwise, ask for pending status and missing deadlines to be reported separately.
How does it know which Jira issues are contract work?
State how contract issues can be recognized from available Jira details, such as a consistent label or issue text. If that information is not available, the report cannot reliably filter them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Boldsign. A trigger fires from one place; an action lands in another.
Jira triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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