Review paperwork when an Agiled project request arrives
Keep project kickoff moving by bringing a current Boloforms document list into the request review.
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
Project requests and signature paperwork live in different places, making kickoff details harder to assemble quickly.
- Review available documents alongside a project request
- Surface likely paperwork follow-up in a report
- Avoid opening another app just to retrieve the document list
Setup
Build it in a few focused steps.
- 1Connect Agiled and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to retrieve Boloforms documents and summarize those relevant to the incoming project request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real project request webhook and review the report.
Questions about this workflow
Does the workflow read Agiled project details by itself?
The configured trigger is a Notis webhook, not an Agiled event. The request must start the automation, and any context needed for the summary must be supplied with that request or available through the connected apps.
Can it send signature requests?
No. The only listed Boloforms action is Get Documents List, so this workflow retrieves and summarizes existing document information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Boloforms. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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