Check Boloforms documents for a verified signer
Send a signer lookup request and get a focused report without searching the document list by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
A document request can get lost between checking an email address and searching the signature account.
- Verify the submitted email with Abstract before searching.
- Review the Boloforms document list in response to a request.
- Get a concise report with matching records when the returned data supports a match.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Boloforms once in the Notis portal.
- 2Create an automation and describe the signer lookup outcome in one instruction.
- 3Choose a webhook trigger and send the signer details in the request.
- 4Choose where Notis should send run reports.
- 5Test with one real signer request and confirm the report uses returned document data.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts the run. Include the signer information you want Notis to check.
Does it send or update a signature request?
No. The available Boloforms action retrieves the account’s document list. The workflow can report relevant records but cannot create or update a request.
What if the document list has no signer email?
Notis can only match using information returned by Boloforms. If the list does not include a usable identifier, the report should say the match could not be confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Boloforms. A trigger fires from one place; an action lands in another.
Abstract triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
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.
Abstract and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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