Keep signature follow-ups from slipping
Get a concise review of your Boloforms document list so possible follow-ups are easier to spot.
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
Checking signature requests one by one can interrupt focused work and make follow-ups easy to forget.
- Review the available document list in one pass
- Bring potentially pending items into a concise report
- Reduce manual status checking
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Boloforms document list and summarize documents whose returned status suggests follow-up may be needed.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check that the summary reflects the returned document data.
Questions about this workflow
Does this workflow send reminders to signers?
No. The available Boloforms action retrieves a document list; this workflow reports potential follow-up items for you to review.
What if the document list does not include a status?
Notis can only assess fields returned by Boloforms. If status is absent, the report should say it cannot determine which documents need follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Boloforms. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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