Bring Boloforms document context into client chats
Get a concise view of related document records while the client conversation is still in front of you.
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
Client context gets scattered when document records and conversation history live in separate places.
- Bring conversation context into the document lookup
- Make it easier to prepare a timely client response
- Surface only matches supported by the request and returned list
Setup
Build it in a few focused steps.
- 1Connect 2chat and Boloforms once in the Notis portal.
- 2Create an automation from any channel or the portal's Automations, New Automation flow.
- 3Tell Notis to retrieve the Boloforms document list when a WhatsApp conversation needs document context, then summarize records matching client details included in the request.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real client conversation and its identifying details.
Questions about this workflow
Does this workflow infer missing client information?
No. It uses details in the request and the returned document list. If those are insufficient, it should flag that more information is needed.
Can it send a reply to the client?
No. This Boloforms action retrieves records; it does not send WhatsApp messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Boloforms. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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