Update custom fields from correction emails
Keep signing forms aligned with the latest approved field definitions.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Why this helps
Field corrections are easy to miss and can leave every new document using outdated inputs.
- Keep forms accurate
- Apply approved changes quickly
- Reduce repeated corrections
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and describe how to identify the field and apply only approved property changes.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real correction email.
Questions about this workflow
Can it change any field property?
Ask Notis to apply only properties supported by the BoldSign action and report the rest.
How do I require approval?
Include an approval phrase, sender rule, or review instruction in the automation prompt.
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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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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