Review pending BoldSign documents daily
Start the day with one concise view of signature requests still waiting.
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
Pending signatures disappear among unrelated tasks and inbox messages.
- Surfaces stalled signatures
- Creates a predictable review ritual
- Reduces inbox scanning
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Todoist in Notis if you want follow-up tasks included.
- 2Create an automation that lists pending BoldSign documents and summarizes next actions.
- 3Pick a daily Notis schedule as the trigger.
- 4Choose a report channel and test it with the next run.
Questions about this workflow
Can the report focus on overdue items?
Yes. Ask Notis to prioritize documents close to or past their expiry based on returned document details.
Does this create Todoist tasks?
This workflow reports the review; a separate workflow can act on a newly created Todoist task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Boldsign. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Todoist 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.