Keep audit evidence visibility current
Create a repeatable monthly snapshot of Boloforms documents before audit preparation becomes a fire drill.
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
Audit preparation becomes stressful when document inventories are out of date.
- Maintain a regular evidence baseline
- Spot missing document information
- Shorten audit preparation time
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once through Notis.
- 2Create an automation named Monthly Audit Readiness Snapshot.
- 3In one instruction, ask Notis to list Boloforms documents and summarize evidence coverage using only returned fields.
- 4Pick a monthly cron trigger and select the report channel.
- 5Test the automation with one real document list and confirm the snapshot format.
Questions about this workflow
Can this prove that an audit is complete?
No. It provides an inventory and highlights gaps; your team still decides whether evidence is sufficient.
Can I include a date range?
Yes, if the returned document data includes dates that support the requested range.
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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