Skip to content
Notis

Extend BoldSign document expiry from Slack

When a signer needs more time, carry the agreed deadline change into BoldSign from the Slack conversation.

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

Extend Document Expiry

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

Why this helps

A deadline extension agreed in chat can be forgotten while someone switches tools to update the document.

  • Carry deadline changes from discussion into the signing workflow.
  • Reduce the chance that an agreed extension is missed.
  • Keep the document identifier and new date tied to the request.

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 ask Notis to handle expiry extension requests.
  • 3Write one instruction describing what qualifies as an extension request and how to identify the document and requested deadline.
  • 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
  • 5Test with one real extension request and verify the resulting document expiry.

Questions about this workflow

Can the workflow extend a document without a new expiry date?

The instruction should require the document and intended deadline to be clear before Notis uses the expiry action.

Does this apply to already signed documents?

The action is described for extending expiry before signing; use it for documents that still need signatures.

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

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.