Close out completed Salesforce tasks with a document check
Let Notis check whether related BoldSign documents need attention when a Salesforce task is completed.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
A completed call or follow-up task can leave a related signature request unchecked and its next step unclear.
- Add a document check to a completed task handoff.
- Ask Notis to summarize matching documents and their current status.
- Surface missing links between a task and a document in the run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe how to identify relevant BoldSign documents and what status details to report.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task and review the report.
Questions about this workflow
Can this change a document's status?
No. This workflow lists documents for review and reports their status; it does not change a document.
How should Notis match a task to a document?
Specify the available identifying details in your instruction, such as a related opportunity or signer. Ask Notis to flag uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boldsign. A trigger fires from one place; an action lands in another.
Salesforce 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.
Salesforce 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.