Check renewal paperwork as soon as the request arrives
See the existing agreement before deciding what happens next.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Renewal work starts with hunting through old signature records and expiry details.
- Start renewals with the right record
- Reduce duplicate contract work
- Make expiry review easier
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Renewal document checker.
- 3Tell Notis to search for the related BoldSign documents and summarize status, expiry, and likely next action.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one renewal request.
Questions about this workflow
Can it include a recommended next step?
Yes. Ask Notis to recommend a next action based on the returned document status.
Does it change any document?
No. This workflow only searches and reports unless you choose a separate action.
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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New Form Response
Triggers when a respondent completes and submits the form.
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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.
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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.