Review BoldSign team documents after Trello activity
Keep shared contract work aligned with board activity.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Team documents are spread across shared accounts while Trello holds the operational context.
- Give teams one review point
- Spot documents needing follow-up
- Reduce manual cross-checking
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation for shared contract reviews.
- 3Tell Notis to list team documents related to the activity and summarize status or next steps.
- 4Pick Trello New Activity Trigger.
- 5Choose a report channel and test with one real board activity.
Questions about this workflow
Can Notis limit the review to a board or project?
Include the relevant board or project reference in the activity context and ask Notis to filter its report accordingly.
What if several documents match?
Ask Notis to group the matches and call out any that need a human decision.
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.
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Webhook trigger
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Card Archived Trigger
Triggered when a card is archived in the specified board
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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.
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New Board Trigger
Triggered when a board is created in the specified workspace
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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
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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.