Keep Boloforms signature follow-ups visible
Get a concise review of the documents Boloforms returns, with possible follow-ups called out from available status details.
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
Signature requests can slip out of view when document status is scattered across a separate app.
- See returned document status details in one scheduled summary.
- Reduce manual checks across Boloforms.
- Avoid treating unavailable status or history as known.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review the Boloforms document list and flag documents that may need signature follow-up based on returned status details.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and confirm the report reflects only available information.
Questions about this workflow
Does this workflow send a reminder to a signer?
No. Its Boloforms action retrieves the document list; Notis can report possible follow-ups but cannot send a signature reminder through this action.
What if the document list does not include status?
Notis should say that status was unavailable and avoid inferring which documents need follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boloforms. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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