Run a focused team document audit from Typeform
Turn an audit request into a clean, scoped document report.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 document audits become time consuming when records are scattered across account views.
- Scope audits from a simple form
- Save review time
- Create repeatable audit reports
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Team document auditor.
- 3Tell Notis to list the team documents matching the response scope and summarize relevant statuses or dates.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one audit request.
Questions about this workflow
Can the scope come from the response?
Yes. Tell Notis to use the project, date, or owner criteria provided in the response.
Can it export files?
This workflow reports the documents returned by BoldSign; request a separate retrieval action when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Boldsign. A trigger fires from one place; an action lands in another.
Typeform 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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list all brands in the account. Use after confirming account is authenticated.
New Form Response
Triggers when a respondent completes and submits the form.
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Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Typeform 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.