Keep BoldSign Document Reviews on Your Schedule
Set a recurring reminder to review the BoldSign documents that matter, with Notis gathering the filtered list for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Important document follow-up can disappear in a busy week when nobody remembers to check the document list.
- Create a recurring document review routine.
- Filter the BoldSign list using criteria you specify.
- Send the run report where your team already reviews work.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which BoldSign documents to list and what to highlight in each report.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real document example.
Questions about this workflow
Can Notis determine which documents are urgent?
It can apply criteria in your instruction to information returned by BoldSign. If urgency depends on a deadline or rule not available in that data, supply the rule.
Can I use this to extend document expiry?
This workflow lists documents for review. Extending expiry is a separate action and should be set up with an explicit instruction and the right document criteria.
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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Webhook trigger
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Product Created Trigger
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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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