Check release status as webinar participation grows
Keep event paperwork visible as the audience and contributor list changes.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
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
New participants and contributors can slip through a separate release tracking process.
- Surface missing releases
- Reduce last-minute checks
- Keep event records organized
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation to find related BoldSign documents and report release status for each new webinar participant.
- 3Pick Zoom New Webinar Participant as the trigger.
- 4Choose a report channel and test with one participant event.
Questions about this workflow
Will this create documents?
This workflow checks and reports existing documents using BoldSign List Documents.
Can it flag only unsigned releases?
Yes, state that Notis should report only documents needing action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boldsign. A trigger fires from one place; an action lands in another.
Zoom 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 Meeting Created
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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.
Zoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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