Get one weekly view of document progress
Replace scattered status checks with a concise weekly Boloforms document digest.
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
Progress gets lost when document updates are spread across multiple requests and channels.
- See open work in one report
- Prepare faster weekly reviews
- Keep stakeholders aligned
Setup
Build it in a few focused steps.
- 1Connect 21risk and Boloforms once in Notis.
- 2Create an automation named Weekly Document Status Digest.
- 3In one instruction, ask Notis to list Boloforms documents and summarize status changes or current states available in the response.
- 4Pick a weekly cron trigger and choose the report destination.
- 5Run a test with one real document list before relying on the digest.
Questions about this workflow
Does this compare against last week's list?
Only if a prior baseline is supplied or retained by your Notis setup; otherwise it summarizes the current response.
Can the report focus on a subset of documents?
Ask Notis to apply a clear rule using fields returned by Boloforms, and it will flag unavailable fields.
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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