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Notis

Apply an approved authentication change

An approved version arrives. Notis applies your documented BoldSign authentication policy.

Trigger

New Version Created

Trigger that fires when a new version of a specified OneDrive file is created.

Action

Remove Document Authentication

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Why this helps

Authentication settings can remain unchanged after a controlled contract process change.

  • Apply policy consistently
  • Reduce manual settings work
  • Keep an explicit report of changes

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and BoldSign once in Notis.
  • 2Create an automation named Approved version authentication policy.
  • 3Describe the exact approval condition, document match, and authentication rule.
  • 4Pick OneDrive New Version Created as the trigger and choose a report channel.
  • 5Test with one approved version in a safe document.

Questions about this workflow

Will this remove authentication from every document?

Only documents and versions matching your explicit policy should be considered.

Can it report before changing anything?

Yes, instruct Notis to produce an approval report first.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link One drive to Boldsign. A trigger fires from one place; an action lands in another.

One drive triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

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.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

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.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

Item Moved or Renamed

Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

TriggerPolling

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

One drive and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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