Review delegated BoldSign work from Todoist
Answer delegation follow-ups with the current document list and status.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Delegated contracts are hard to chase when the task and ownership information are disconnected.
- Speeds up delegation follow-ups
- Surfaces current ownership context
- Reduces manual searching
Setup
Build it in a few focused steps.
- 1Connect Todoist and BoldSign in Notis.
- 2Create an automation for tasks asking about documents sent on behalf of someone.
- 3Pick New Task Created as the trigger.
- 4Choose a report channel and test with one delegated document task.
Questions about this workflow
Can it summarize documents for one person?
Yes. Include the person's name or other identifying context in the Todoist task.
What if the task is too vague?
Notis can return the available matches and ask which delegation context to use.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.