Keep agreement ownership clear
Use supplied routing details to update who owns the next step on an existing record.
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
When ownership changes, the old owner may remain on the tracking record and follow-up becomes unclear.
- Keep the recorded owner aligned with routing details.
- Make the next responsible person easier to identify.
- Reduce manual reassignment after a request changes hands.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to locate the existing agreement record and update its owner from the webhook routing details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real routing example and a known record.
Questions about this workflow
Can the webhook assign a person?
It can provide an owner identifier or value that matches your Airtable field. The value must fit that field's type.
Will this create a new agreement record?
No. This workflow updates an existing record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Airtable. A trigger fires from one place; an action lands in another.
Boloforms triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Boloforms and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Airtable.