Keep your agreement tracker current
Use a scheduled pass to update records based on the information and rules you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A tracker loses value when status notes and review dates are left unchanged for weeks.
- Refresh selected existing records on a predictable cadence.
- Keep review dates or supplied summaries current.
- Reduce manual maintenance of a tracking table.
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 which existing records to update and what user-provided status summary or review date to apply.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test on a small set of known records.
Questions about this workflow
Can Notis infer a current Boloforms status?
Only if the required status information is supplied to Notis. This scheduled workflow reads Airtable and needs a provided source or rule for updates.
Can it update existing records?
Yes. The listed update-record action modifies specified fields on 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
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