Turn Boloforms signature events into Salesforce follow-up tasks
Give each signature workflow a clear next action in Salesforce, so follow-up does not depend on remembering to add a task later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A signature request can require a nudge or review, but the next action is easy to lose between tools.
- Capture a concrete next step in Salesforce
- Reduce forgotten signature follow-ups
- Keep the task tied to the relevant record when its ID is provided
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.
- 3In one instruction, tell Notis when the incoming Boloforms webhook represents a follow-up need and what Salesforce task to create.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signature event that includes the details needed for a task.
Questions about this workflow
Does this automatically remind the signer?
No. It creates a Salesforce task. A person can use that task to perform the follow-up.
Can Notis attach the task to an existing Salesforce record?
If the webhook includes a valid record reference and the task details, tell Notis to associate the task with that record.
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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