Check contract progress after follow-ups
Pair every follow-up with a current, reliable signing status.
Trigger
New Sent Message
Triggered when a new message is sent from 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
Follow-ups are sent without knowing whether a signer already completed the document.
- Avoid redundant nudges
- See progress before replying
- Keep deal context together
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and tell Notis to match sent follow-ups to BoldSign documents and summarize progress.
- 3Pick New Sent Message as the trigger.
- 4Choose a report destination.
- 5Test with one real follow-up.
Questions about this workflow
Can it identify documents by recipient?
Yes, if the email and BoldSign record share enough matching context.
What happens when no match exists?
Notis can report the unmatched follow-up for manual review.
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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New Sent Message
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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.