Check BoldSign documents after a campaign event
See contract progress alongside every important campaign moment.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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
Document status is easy to miss while attention is focused on campaign performance.
- Surfaces pending signatures quickly
- Combines campaign context with document status
- Cuts repeated dashboard checks
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and BoldSign in Notis once.
- 2Create an automation describing the status summary you want.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose a report channel for the summary.
- 5Test with one real campaign event.
Questions about this workflow
What can this action retrieve?
BoldSign List Documents can fetch and filter documents in My Documents.
Does it sign or change documents?
No. This workflow reads document status and reports the findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Boldsign. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.