Find stalled signature requests every morning
Start each day with a short list of Boloforms documents that may need a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Unsigned requests can disappear in a busy inbox and delay important work.
- Reduce manual status checking
- Catch stalled requests earlier
- Begin the day with clear priorities
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once in the Notis portal.
- 2Create an automation named Daily Signature Backlog Scan.
- 3Tell Notis to list Boloforms documents and flag unsigned or stalled items using available status and date fields.
- 4Choose a recurring Notis cron trigger and select where run reports should go.
- 5Test it with one real Boloforms document list and review the report.
Questions about this workflow
What if Boloforms does not return signer or status fields?
Notis reports which fields are missing and cannot infer the missing details.
Can I receive this in a team channel?
Yes. Choose the available report channel when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Boloforms. A trigger fires from one place; an action lands in another.
21risk triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
21risk and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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