Send a BoldSign contract from a Todoist task
Create a task once, then let Notis prepare and send the signature request.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Contract sending gets delayed when task details, files, and recipient instructions live in different places.
- Reduces context switching
- Starts signing requests promptly
- Keeps task intent connected to execution
Setup
Build it in a few focused steps.
- 1Connect Todoist and BoldSign in the Notis portal.
- 2Create an automation and describe which contract tasks should create signature requests.
- 3Pick New Task Created as the trigger.
- 4Choose a report channel, then test with one real contract task.
Questions about this workflow
What must the Todoist task include?
Include enough document and signer details for Notis to identify the intended BoldSign request, or have Notis ask for missing information.
Can Notis send every new task?
Tell Notis to act only on tasks that clearly describe a contract to send.
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.
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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.