Get a recurring view of the BoldSign documents to follow up
Choose a schedule and ask Notis to turn a BoldSign document list into a short, useful follow-up report.
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
Checking document lists by hand makes it easy for pending items to disappear beneath other work.
- Create a recurring document review without remembering to run it manually.
- Focus the report on the document criteria you specify.
- Keep the results in a chosen Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe the documents to include and the details to summarize.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Can the inventory send reminders to signers?
This workflow lists and reports documents. It does not send messages to signers.
What document criteria can I use?
Describe the criteria you want Notis to apply to the available BoldSign document information, and ask it to flag any details it cannot verify.
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.