Send interview consent forms automatically
Give every scheduled interview the paperwork it needs.
Trigger
New Interview Scheduled
Triggers when a new interview is scheduled/created in Workday. This trigger monitors interviews and fires when new interview records are detected.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Interview coordinators lose time chasing forms after calendars are already full.
- Reduce coordinator admin
- Create a repeatable interview checklist
- Get signed forms before the conversation
Setup
Build it in a few focused steps.
- 1Connect Workday and BoldSign in Notis once.
- 2Create an automation for interview consent paperwork.
- 3Describe which approved form to send after each scheduled interview.
- 4Pick the Workday New Interview Scheduled trigger.
- 5Select a report channel and test with one scheduled interview.
Questions about this workflow
What if an interview is rescheduled?
This workflow responds to the new interview scheduled event; add instructions for handling duplicates if needed.
Can the form be sent to the candidate?
Yes, provided the event data or your instruction supplies a valid recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Boldsign. A trigger fires from one place; an action lands in another.
Workday triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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