Triage document review requests without losing the thread
Route a document review request from Ably into a focused Boloforms lookup, then get a concise summary to guide the next step.
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
Review requests can get buried in chat while the document details live somewhere else.
- Turn an incoming review request into a relevant document lookup.
- Summarize available status details to support the next decision.
- Keep follow-up work visible through a run report.
Setup
Build it in a few focused steps.
- 1Connect Ably and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review workflow.
- 3In one instruction, ask Notis to use the incoming request to find relevant Boloforms documents and summarize returned details for follow-up.
- 4Choose the notis_webhook trigger and the Ably webhook that sends the review request.
- 5Choose a report channel, then test with one real review request.
Questions about this workflow
Does this workflow update or send a document for signature?
No. The available Boloforms action only retrieves the document list. This workflow summarizes results to help with triage.
Can it decide which documents are urgent?
It can apply criteria included in the request or instruction when the returned information supports them. Supply any deadline or priority rules that are not available in the list.
What happens when no document matches?
The instruction can ask Notis to report that no matching document was found and identify what extra detail would help.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boloforms. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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