Review documents sent on behalf of a team member
Answer document ownership questions without chasing records manually.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Finding documents sent for another person often requires checking several views and asking around.
- Answer ownership questions faster
- Reduce internal interruptions
- Create a consistent document review
Setup
Build it in a few focused steps.
- 1Connect Typeform and BoldSign in Notis once.
- 2Create an automation named Behalf document reviewer.
- 3Tell Notis to use the person or account details in the response to list relevant documents sent on their behalf and summarize them.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one real request.
Questions about this workflow
Can the report include dates and statuses?
Yes. Ask Notis to include the fields returned by BoldSign that matter to your review.
What if the response lacks a person identifier?
Tell Notis to report the missing identifier and pause the lookup.
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
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New Form Response
Triggers when a respondent completes and submits the form.
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Edit Custom Field
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.