Get project paperwork context without another app search
When project details change, have Notis check the Boloforms document list and summarize items that may relate to the update.
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 project update can leave people hunting through separate tools to recover the paperwork context.
- Keep the project update and document review in one workflow.
- Get a targeted summary based on details provided in the webhook.
- Make possible follow-up visible in the selected report channel.
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 use the incoming project details to review the Boloforms document list and summarize likely related paperwork, noting uncertainty where a match is unclear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and verify the suggested matches.
Questions about this workflow
What project information does the workflow use?
It uses the context included in the incoming webhook and the document details returned by Boloforms. Add any needed identifiers to the webhook payload.
Does it update project details or documents?
No. The available Boloforms action retrieves documents for review; it does not update either app.
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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