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Notis

Keep Bolna agent change notes with the Airtable record

Send a change notice to Notis and keep the corresponding Airtable agent record current.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update record

Modifies specified fields of an existing record in an airtable base and table; the base, table, and record must exist.

Why this helps

Agent updates can get lost in chat or handoffs, leaving the inventory out of date.

  • Keep reported agent changes beside the relevant Airtable record.
  • Reduce follow-up to reconcile separate notes.
  • Use only change details included in the webhook request.

Setup

Build it in a few focused steps.

  • 1Connect Bolna and Airtable once in the Notis portal.
  • 2Create an automation in Notis and describe how to update the matching agent record from a submitted change notice.
  • 3Pick a webhook as the trigger and arrange for the change notice to be sent to it.
  • 4Choose where Notis should send run reports.
  • 5Test with one real agent change and verify the intended Airtable record.

Questions about this workflow

Will this detect Bolna changes on its own?

No. The webhook starts when a request is sent to it. Arrange for a Bolna change notice or another authorized process to send the request.

What should happen if the agent cannot be matched?

Instruct Notis to report the unmatched notice rather than update a possibly incorrect record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bolna to Airtable. A trigger fires from one place; an action lands in another.

Bolna triggers

Airtable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

Bolna and Airtable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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