Get a concise Boloforms document digest for your Agile CRM workflow
See the Boloforms documents in your account in one short update, without opening another dashboard just to check what is there.
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 customer records in Agile CRM and then switching to Boloforms to scan documents adds another context switch and makes follow-up easier to miss.
- Get a recurring overview of the documents returned by Boloforms.
- Surface available document statuses in a concise report.
- Reduce manual dashboard checks between CRM work sessions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Boloforms in the Notis portal once.
- 2Create an automation in the portal under Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: retrieve the Boloforms document list and summarize each document's available status and identifying details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report includes the details you need.
Questions about this workflow
Does this automation send signature requests?
No. The available Boloforms action retrieves the document list. It does not send signature requests or change documents.
Can the summary include document status?
It can summarize status when the document list returns that information. The action's listed purpose is to retrieve documents, so other fields are not guaranteed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Boloforms. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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