Answer document status emails with a Boloforms lookup
Give status questions a clear next step by checking the Boloforms document list when they arrive.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Status questions can linger while you search for the right document and work out what information to send back.
- Bring incoming status questions into one report.
- Surface status details only when they are present in returned document data.
- Make it easier to see when the list does not contain enough information to answer.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3In one instruction, ask Notis to check the Boloforms document list when an email requests status and summarize any relevant status details returned.
- 4Choose the Agent mail New Email Received trigger and select where run reports should go.
- 5Test with one real email asking about a document status.
Questions about this workflow
Will the workflow change a document's status?
No. The available Boloforms action retrieves the document list; it does not change document status.
Will it always find a status?
Only if the returned list includes relevant status information and the email provides enough detail to identify the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Boloforms. A trigger fires from one place; an action lands in another.
Agent mail triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Email Received
Trigger for new emails in an AgentMail inbox
Connect any two apps with Notis in the middle.
Agent mail and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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