Start contract follow-up with a document list
Use a chat request to gather the documents you need to review, then decide the next action with current information.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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
Following up across several contracts can turn into a mental checklist that is hard to restart after interruptions.
- Gather relevant documents from a clear follow-up request.
- Reduce the number of separate searches to restart a review.
- Keep the follow-up reason and lookup connected.
Setup
Build it in a few focused steps.
- 1Connect Telegram and BoldSign to Notis once in the portal.
- 2Create an automation in the portal or tell Notis what follow-up review requests to handle.
- 3Describe in one instruction which Telegram requests should list BoldSign documents and which relevant filters to apply.
- 4Select Telegram New Message Received as the trigger and pick a channel for run reports.
- 5Test with a real follow-up request and confirm the returned documents are the ones you intended to review.
Questions about this workflow
Will this send reminders to signers?
No. It lists documents for review; it does not send follow-up messages.
Can I use it to restart a review after a distraction?
Yes. Make the request criteria clear in the instruction so a Telegram request can start the list again.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Boldsign. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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.
Telegram 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.