Start the week with a clear document overview
Replace a manual scan of signature paperwork with a scheduled summary of the Boloforms documents available to your account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Document follow-up can slip when there is no regular moment to check what is in the signature tool.
- Bring document review into a predictable routine.
- See available document details in one concise report.
- Use supplied Acculynx context to connect documents to active work.
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 retrieve the Boloforms document list, summarize available details, and use any supplied Acculynx project context to group relevant items.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects the documents returned.
Questions about this workflow
Can the report show signature status?
It can summarize status only when that detail is returned in the Boloforms document list.
Does this schedule trigger from a new Acculynx event?
No. The recurring Notis schedule starts this workflow. Acculynx context can be included in the instruction if you supply it.
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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