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Notis

Check BoldSign API credits from Slack

Check account capacity as part of the conversation, so a signing task is less likely to be delayed by an unknown limit.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Get API Credits Count

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Why this helps

Uncertainty about available API credits can create last-minute checking and interrupt a planned signing workflow.

  • Make a capacity check easier to request.
  • Reduce last-minute uncertainty around account credits.
  • Keep an operational check close to the signing plan.

Setup

Build it in a few focused steps.

  • 1Connect Slack and BoldSign to Notis once through the portal.
  • 2Create an automation in the portal or tell Notis to handle credit-check requests.
  • 3Write one instruction describing which Slack requests should retrieve the remaining BoldSign API credits and how to report the count.
  • 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
  • 5Test with a real request and confirm the returned credit count.

Questions about this workflow

Does this replenish credits?

No. The action checks the remaining API credits count.

Can this run without someone requesting it?

This workflow uses a Slack message trigger. A scheduled check would require a Notis cron trigger.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Boldsign. A trigger fires from one place; an action lands in another.

Slack triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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