Find Boloforms documents from incoming email
Get a useful document lookup when an email asks you to find a Boloforms record.
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
Searching email and a separate document account interrupts your work and makes it easy to miss a lookup request.
- Handle document lookup requests without switching apps manually.
- Keep the report focused on the email's request.
- Use only details present in the email and returned document list.
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 give it a name and prompt.
- 3In one instruction, ask Notis to use the incoming email to find likely matching entries in the Boloforms document list and report the available details.
- 4Choose the Agent mail New Email Received trigger and select where run reports should go.
- 5Test with one real email that requests a document lookup.
Questions about this workflow
Does this search Boloforms using a custom filter?
No. Notis retrieves the document list and can analyze the returned entries against details in the email. A search field or filter is not specified by the available action.
What if the email does not identify the document clearly?
The report can say that no likely match was found in the returned list and point out what identifying detail is missing.
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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