Check Boldsign credits before new user paperwork
Know whether automated signing capacity is available before the next onboarding run.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get API Credits Count
Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.
Why this helps
Credit limits can interrupt automated document delivery without warning.
- Catch capacity issues earlier
- Protect onboarding continuity
- Give operators a simple usage signal
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for onboarding capacity checks.
- 3Tell Notis to check the remaining Boldsign API credits when a new user is created and report whether capacity is sufficient for the planned workflow.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user event.
Questions about this workflow
Does this consume credits?
The workflow checks the remaining API credit count; it does not send a document.
Can it alert only below a threshold?
Yes. Include the threshold and reporting instruction in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boldsign. A trigger fires from one place; an action lands in another.
Zendesk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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