Extend a Boldsign document after a signing delay ticket
Resolve expiry worries from the same place customers already ask for help.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
A delayed signature can turn into an expired document and another manual send.
- Prevent avoidable document expiry
- Respond to signing delays faster
- Keep the customer conversation and action connected
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for signing-delay requests.
- 3Tell Notis to identify the related document from the ticket, extend its expiry when appropriate, and report the new status.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with a real delay request.
Questions about this workflow
Will every ticket extend a document?
No. Instruct Notis to act only when the ticket clearly requests more signing time and the related document can be identified.
What information is required?
The ticket must provide enough identifying information for Notis to locate the Boldsign document and apply the extension.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
New User Created
Triggered when a new user is created in Zendesk.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.