Check Boloforms documents when an Agile CRM customer review starts
Start a document check when you are reviewing a customer, then get a focused report using the customer details included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Customer reviews can stall when you have to leave Agile CRM, find the right document view, and work out whether the available records are relevant.
- Start a document check at the moment a customer review begins.
- Use customer context included in the webhook request to focus the report.
- Keep the workflow read-only while making relevant document information easier to find.
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 documents relevant to the customer context provided with the webhook request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example that includes the customer context you want Notis to use.
Questions about this workflow
Does the webhook automatically fire from an Agile CRM event?
No Agile CRM trigger events are listed here. The Notis webhook starts when an HTTP request is sent to it.
What if the document list does not include a customer identifier?
Notis can only reliably match documents using details available in the returned list and the request context. Supply the identifiers you want compared, and treat missing matches as unconfirmed.
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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