Check the Oksign briefcase during agreement intake
Bring briefcase details into the intake workflow so signer requirements can be reviewed earlier.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
Action
Retrieve Briefcase Information
Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
Why this helps
Bundled document properties and signer requirements may only be checked after someone remembers to look them up.
- Adds a briefcase review step to agreement intake.
- Helps surface signer requirements while the agreement is being organized.
- Reduces manual lookup across tools.
Setup
Build it in a few focused steps.
- 1Connect Notion and Oksign to Notis once through the portal.
- 2Create an automation or ask Notis conversationally.
- 3In one prompt, explain which new agreement pages refer to an Oksign briefcase and request its information for review.
- 4Choose Page Created as the trigger and select a channel for reports.
- 5Test with one agreement that has an existing Oksign briefcase token.
Questions about this workflow
Does this create a briefcase?
No. This Oksign action retrieves information for a previously created briefcase.
What if no briefcase exists yet?
Instruct Notis to report that the lookup could not be completed so the record can be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Oksign. A trigger fires from one place; an action lands in another.
Notion triggers
Oksign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Remove Briefcase
Tool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve Briefcase Information
Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Remove Contacts
Tool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Retrieve Contacts
Tool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Upload Contacts
Tool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Retrieve Account Credits
Tool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Check Document Exists
Tool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Remove Document
Tool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.
Connect any two apps with Notis in the middle.
Notion and Oksign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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