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Notis

Check BoldSign status from a webhook

Give internal tools a dependable contract status lookup path.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Status checks arrive from forms or internal systems and require manual portal searches.

  • Connect intake systems to document status
  • Reduce manual lookups
  • Provide consistent status reporting

Setup

Build it in a few focused steps.

  • 1Connect BoldSign in Notis once.
  • 2Create an automation that receives a contract status inquiry and retrieves matching BoldSign documents.
  • 3Choose the Notis webhook trigger.
  • 4Choose where run reports should go.
  • 5Test with one real webhook payload containing a document reference.

Questions about this workflow

What should the webhook include?

Provide enough identifying information for Notis to locate the intended document.

Can it return multiple matches?

Yes, the instruction can request a grouped result when the reference is not unique.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Boldsign. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

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.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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