Check signature status from email
Answer signing status questions without hunting through BoldSign.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Status requests create repeated searches across email threads and the signing dashboard.
- Respond to status questions quickly
- Reduce dashboard switching
- Give consistent updates
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and instruct Notis to identify status requests, find the matching BoldSign document, and summarize it.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel.
- 5Test with one real status request.
Questions about this workflow
What if the email lacks a document name?
Have Notis ask for the missing identifier or report that no confident match was found.
Can it include signer details?
Yes, ask for the status, pending signers, and expiry information available from BoldSign.
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.
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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.