Keep signature documents in view when base access changes
When an Airtable base changes its name or permission level, have Notis pull the Boloforms document list and surface items that may need a human access review.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
A change in base permissions can be easy to miss when related signature work lives in another tool.
- Bring cross-tool document review into one run report.
- See the available Boloforms documents without switching apps.
- Prompt a human to verify access implications before taking action.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Boloforms once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve the Boloforms document list and summarize which documents may need review after a base name or permission change.
- 4Pick Airtable's Base Metadata Changed trigger.
- 5Choose a report channel and test with a real base metadata change.
Questions about this workflow
Does this change Boloforms document permissions?
No. The available Boloforms action only retrieves a document list. The report can flag items for a person to review.
What Airtable change starts the workflow?
An existing base changing its name or permission level.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Boloforms. A trigger fires from one place; an action lands in another.
Airtable triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
View Created
Triggers when a new view is created in an Airtable base.
View Deleted
Triggers when a previously known Airtable view is deleted.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Connect any two apps with Notis in the middle.
Airtable and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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