Check account readiness before sending agreements
See which accounts meet your agreement-readiness criteria before the team begins a document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams can begin agreement work without the account context needed for a clean handoff or accurate recordkeeping.
- Make agreement preparation more consistent
- Surface account records needing attention
- Review only fields available in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Salesforce accounts to review and what account details indicate readiness for agreement work.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account and validate the report against your criteria.
Questions about this workflow
Does this send an agreement from Boloforms?
No. It lists Salesforce accounts and reports readiness based on the criteria and data you specify.
Can it check a Boloforms template requirement?
Only if the requirement is supplied to Notis or represented in the Salesforce data it reviews.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Salesforce. A trigger fires from one place; an action lands in another.
Boloforms triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Boloforms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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