Review your signature pipeline daily
Start the day knowing which agreements need a decision or follow-up.
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
Pending signatures accumulate quietly until a deadline or customer asks for an update.
- See priorities in one digest
- Catch stalled agreements
- Protect signing deadlines
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and ask Notis to list documents and summarize pending, overdue, and completed items.
- 3Choose a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real pipeline review.
Questions about this workflow
Can the report focus on a date range?
Yes, specify the reporting window in the instruction.
Can I receive it in Outlook?
Choose an available report channel that fits your workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boldsign. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.