List BoldSign brands for a new Trello board
Set up the right sending identity as soon as a new board appears.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Why this helps
New boards start work before anyone confirms which BoldSign brand should send the documents.
- Shorten new workflow setup
- Avoid sending from the wrong brand
- Give owners a clear configuration report
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation for new board onboarding.
- 3Tell Notis to list BoldSign brands and summarize which one fits the board's purpose.
- 4Pick Trello New Board Trigger for the workspace.
- 5Choose a report channel and test with one newly created board.
Questions about this workflow
Does this select a brand automatically?
The listed action retrieves brands; ask Notis to recommend one in the report, then use the chosen brand in a later sending workflow.
What if the account has no brands?
Notis can report that no brand was found so the account owner can resolve setup before sending.
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.