Check a Boloforms document status from WhatsApp
Keep status questions close to their original conversation and give your team a quick view of any relevant details Boloforms returns.
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
A quick signature status question can turn into a separate app search and an easy-to-miss follow-up.
- Reduce app switching for status checks
- Keep the question context with the result
- Avoid implying a status when the returned document data does not include one
Setup
Build it in a few focused steps.
- 1Connect 2chat and Boloforms once in the Notis portal.
- 2Create an automation by describing the outcome in plain language.
- 3Tell Notis to retrieve the Boloforms document list for each WhatsApp status question and report matching documents and only the status details present in the results.
- 4Choose a webhook trigger and choose where run reports should go.
- 5Test with one real status question and document.
Questions about this workflow
Will this always know whether a document is signed?
Only if the document list returned by Boloforms includes status information. Notis should say when that detail is unavailable.
Can the workflow update a document status?
No. The available action only retrieves a list of documents.
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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