Find the Related BoldSign Document After Invoice Payment
When an invoice is paid, Notis can search BoldSign for the related document and make the contract record easier to locate.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Teams can spend time searching contract records after payment instead of moving on to the next task.
- Start a document lookup when an invoice payment succeeds.
- Reduce context switching between payment and document tools.
- Use Notis to find and filter BoldSign documents by available criteria.
Setup
Build it in a few focused steps.
- 1Connect Stripe and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what BoldSign documents to find after a successful invoice payment and how to report matches.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real paid invoice.
Questions about this workflow
Does this confirm that the contract is signed?
No. It finds documents based on the criteria in your instruction. Use the document information returned for review; this action does not itself verify a signature.
What if the payment does not identify the document?
Tell Notis which available details to use. If Stripe event data does not include enough information to locate the document, provide a lookup rule or additional context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Boldsign. A trigger fires from one place; an action lands in another.
Stripe triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Stripe and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.