Review your document inventory each quarter
Use a scheduled review to keep the Boloforms document list understandable and easier to manage.
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
Old or unclear documents make it harder to find the records that matter now.
- Keep document lists easier to navigate
- Surface records needing clarification
- Support cleaner compliance reviews
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once in Notis.
- 2Create an automation named Quarterly Document Cleanup Review.
- 3Tell Notis to list Boloforms documents and identify potentially stale, duplicate-looking, or unclear records using only returned fields.
- 4Pick a quarterly cron trigger and choose where reports should go.
- 5Test with one real document list and confirm that recommendations are review items, not automatic deletions.
Questions about this workflow
Does this delete documents?
No. It only lists documents and prepares review suggestions.
How does it identify stale records?
It uses returned date or status fields when available and marks the basis for each suggestion.
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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