Review BoldSign team documents weekly
Give team signing activity a regular review point so open loops are easier to spot together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Shared signing work can fall between owners when there is no dependable time to review team documents.
- Give shared document follow-up a regular cadence.
- Help the team review work together instead of relying on memory.
- Reduce scattered status checks during the week.
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 for a weekly team-document review.
- 3Write one instruction describing which team documents to list and how to summarize the results for the team.
- 4Pick a weekly Notis cron trigger and choose a channel for run reports.
- 5Test a run and confirm it returns the team's intended document set.
Questions about this workflow
Why use team documents for this review?
The action lists team documents, which suits a shared review by a team or account admin.
Can I change the review day?
Choose the preferred weekly schedule when setting up the 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.
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
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