Find BoldSign documents sent on behalf of others
Bring a delegated sending question into a focused document lookup instead of searching through scattered records.
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
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.
Why this helps
When someone else sent a document on your behalf, identifying the right record can take several searches and interruptions.
- Make delegated document searches easier to start.
- Reduce tool switching during an audit or handoff.
- Help keep team sending records easier to retrieve.
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 delegated document lookup requests.
- 3Write one instruction describing which Slack requests need a search of documents sent on behalf of users and what context to use.
- 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with a real request and verify the listed documents match the intended user or period.
Questions about this workflow
What does this lookup cover?
It lists documents sent on behalf of users, with filtering and review handled according to the request context.
Does it change document records?
No. This workflow uses a list action to find records.
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.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
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.