Keep job documents in view across Acculynx and Boloforms
Start with an Acculynx update and get a focused review of the Boloforms documents that may matter for the job.
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
Finding the right documents across project and signature tools adds context switching when a job changes.
- Review documents in the context of a specific job update.
- Get a concise report instead of searching both tools manually.
- Surface possible document gaps for a person to verify.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review the Boloforms document list against the job details in each incoming Acculynx webhook, then report relevant documents and possible gaps.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real job update and check the report against both apps.
Questions about this workflow
Does Acculynx provide a built-in trigger for this workflow?
No. Acculynx has no listed trigger events, so an HTTP request must start the workflow through Notis webhook.
Will this workflow create or send a signature request?
No. Its Boloforms action retrieves the account's document list. The report can identify items for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Boloforms. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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