End the week with a clear follow-up queue
Know which document conversations need a nudge before the week closes.
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
Small follow-ups get postponed until they become urgent next week.
- Close the week with fewer loose ends
- Make follow-ups easy to assign
- Protect Monday focus time
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once in the Notis portal.
- 2Create an automation named Friday Document Follow-up Queue.
- 3Tell Notis to list Boloforms documents and produce a short follow-up queue from available status, signer, and date information.
- 4Choose a Friday cron trigger and set the report destination.
- 5Test using one real Boloforms document list.
Questions about this workflow
Will it send messages to signers?
No. This workflow lists and organizes documents; sending follow-ups requires a separate supported action.
Can the queue include only unresolved items?
Yes, when the Boloforms response includes a status field that supports that filter.
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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