Create a BoldSign custom field from Trello
Register the contract detail your new workflow needs before documents go out.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
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.
Why this helps
New contract processes stall because required document fields are created manually and inconsistently.
- Standardize new contract data
- Reduce setup delays
- Keep field creation tied to the originating request
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation for custom field requests.
- 3Tell Notis to create the requested brand-scoped field using the card's approved definition.
- 4Pick Trello New Card Trigger for the relevant board.
- 5Choose a report channel and test with one field request card.
Questions about this workflow
What information is required?
Provide the brand identifier and the field properties in the Trello card or automation prompt.
Will it create duplicate fields?
Ask Notis to check existing fields or report uncertainty before creating a new one.
When this happens · Trigger
Do this · Action
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.
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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No card. Works with personal or business Boldsign.