Check document readiness before a deal closes
Give your close process a quick document check before the next commitment is made.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Deals can slip when one required signature or document is overlooked.
- Catch missing close documents
- Reduce manual deal checks
- Make next actions visible
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once in Notis.
- 2Create an automation named Deal Close Document Check.
- 3Describe that Notis should list Boloforms documents for the incoming deal request and flag unresolved or missing items using available data.
- 4Choose a Notis webhook trigger and connect it to your deal stage event.
- 5Pick a report channel and test with one real deal request.
Questions about this workflow
Does the workflow know the deal's required documents?
Only if the request supplies that context or the returned data contains the needed identifiers.
Can it update the deal record?
No. The available action only retrieves a Boloforms document list.
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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