Connect Trello to Boldsign
When something happens in Trello, Notis takes the next step in Boldsign. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Trello to Boldsign
View exampleSend a contract when a Trello card is created
Turn a new Trello contract card into a BoldSign signature request using the prepared agreement and signer details in the card.
View exampleUpdate a BoldSign document when a Trello card changes
Use card updates to revise a draft or sent BoldSign document when terms, recipients, or instructions change in Trello.
View exampleCheck document status after Trello activity
When activity occurs in Trello, retrieve matching BoldSign documents so the team can see the current signing state.
View exampleExtend a contract deadline before archiving its Trello card
When a card is archived, extend the related BoldSign document expiry so an active signing process does not lapse unnoticed.
View exampleCreate an embedded signing link for a new Trello card
Generate a BoldSign embedded request link when a Trello card starts an in-app signing flow.
View exampleList BoldSign brands when a Trello board is created
When a new board is created, retrieve available BoldSign brands so the team can choose the right identity for future contracts.
View exampleFetch brand details for contract activity
Use Trello activity to retrieve the exact BoldSign brand details needed for a contract workflow review.
View exampleCreate a BoldSign custom field for a new contract workflow
When a Trello card introduces a repeatable contract requirement, create the needed brand-scoped BoldSign custom field.
View exampleEdit a BoldSign custom field after a Trello update
Apply an approved Trello change to an existing BoldSign custom field so the contract template stays aligned with the process.
Supported Triggers and Actions
Notis builds workflows that link Trello to Boldsign. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Card Updated Trigger
Triggered when a specific card is updated
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Trello and Boldsign
Connect any two apps with Notis in the middle.
Trello and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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