Review BoldSign behalf documents from Trello
Keep delegated signing work visible when the team updates Trello.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
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
Documents sent on behalf of executives or clients are hard to track across teams and boards.
- Improve visibility into delegated sends
- Reduce missed ownership handoffs
- Summarize relevant documents in one report
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation for delegated contract activity.
- 3Tell Notis to list behalf documents and summarize those related to the Trello context.
- 4Pick Trello New Activity Trigger.
- 5Choose a report channel and test with one delegated signing activity.
Questions about this workflow
Can the report focus on one user?
Yes, include the user or delegation context in the Trello activity or automation instruction.
Does this send or change documents?
No. This workflow retrieves and summarizes behalf documents.
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
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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.