Keep a readable catalog of Boloforms documents
Get a periodic snapshot of your Boloforms documents without manually opening the account and scanning the list.
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 inventories become hard to scan when people need to remember to check them manually.
- Receive a regular view of the documents available in Boloforms.
- Ask Notis to summarize returned information into a scannable report.
- Reduce manual checking and context switching.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Boloforms once in the Notis portal.
- 2Create an automation in Automations by naming it and describing the outcome.
- 3Tell Notis to retrieve the Boloforms document list and summarize the returned documents as a compact catalog.
- 4Pick a recurring schedule and choose where run reports go.
- 5Run one test and review the catalog before relying on the schedule.
Questions about this workflow
Can the catalog include details that Boloforms does not return?
No. Notis can summarize returned data, but details absent from the Boloforms document list must be supplied separately.
Can I choose how often it runs?
Yes. Select a recurring schedule when you set the trigger in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boloforms. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.