See your signature pipeline at a glance
Start the week with one clear snapshot of the Boloforms documents in your account.
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
When signature work is spread across many documents, it is hard to remember what is active without checking each record.
- Bring the document list into one weekly report
- Summarize returned statuses for a quick overview
- Make active signature work easier to review
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 produce a compact weekly snapshot grouped by any status values returned.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify that the snapshot does not infer missing statuses.
Questions about this workflow
Does the snapshot show changes since last week?
Only if the required historical snapshot is supplied. The list action returns the current available list and does not itself provide a prior baseline.
Can the report group documents by status?
Yes, when the returned document data includes status values.
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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