Review BoldSign documents sent on behalf of others
Make delegated sending easier to keep track of with a recurring review of the relevant BoldSign records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Documents sent for a teammate can be difficult to track when there is no routine for reviewing delegated activity.
- Give delegated document activity a regular review point.
- Reduce manual searches for documents sent for others.
- Support cleaner follow-up across shared responsibilities.
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 review behalf documents on a schedule.
- 3Write one instruction describing the review period and how to summarize the returned documents.
- 4Pick a weekly Notis cron trigger and choose a channel for run reports.
- 5Test a run and confirm the results cover the intended delegated activity.
Questions about this workflow
What records does this review retrieve?
It lists documents sent on behalf of users, which can support a delegated-work review.
Can the review be daily instead?
Choose a daily Notis cron trigger if that cadence better fits the work.
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.