Check delegated agreements at subscriber signup
Give onboarding teams visibility into agreements already handled by someone else.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
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.
Why this helps
Delegated requests can create duplicate outreach when they are hidden from onboarding.
- Reduces duplicate agreement outreach
- Improves handoff visibility
- Creates a focused signup audit
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and BoldSign in Notis once.
- 2Create an automation describing the delegated-document check.
- 3Pick the Mailchimp Subscribe Trigger.
- 4Choose a report destination.
- 5Test with one real subscription.
Questions about this workflow
Which documents are checked?
List Behalf Documents retrieves documents sent on behalf of users in the BoldSign account.
Does this alter delegated documents?
No. It only retrieves and summarizes them.
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.