Find Boloforms documents from a WhatsApp request
When someone asks about a document in WhatsApp, get the relevant Boloforms records into one clear reply for your team.
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
Finding a document means switching apps, repeating the search, and losing the context of the original request.
- Keep the original request attached to the lookup
- Reduce manual searching across apps
- Return matching records when the document list contains enough identifying information
Setup
Build it in a few focused steps.
- 1Connect 2chat and Boloforms once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to use each incoming WhatsApp lookup request to search the Boloforms document list and summarize likely matches with the request context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real WhatsApp document request.
Questions about this workflow
Does this create or send a Boloforms document?
No. The available Boloforms action retrieves the document list; it does not create or send documents.
What if the request does not identify a document clearly?
Notis can report that the list did not provide a confident match and ask your team to clarify in WhatsApp.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.