Start a workstream with a Boloforms document audit
Create a new task list and immediately see which documents may support the workstream.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
New workstreams often begin with tasks before anyone checks existing forms and signature records.
- Provides an early document baseline
- Reduces duplicate document creation
- Makes new workstreams easier to orient
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Boloforms in Notis once.
- 2Create an automation for new workstream audits.
- 3Tell Notis to retrieve the Boloforms document list and summarize documents that may relate to the new task list.
- 4Choose New Task List Created as the trigger and select a report destination.
- 5Create one test list and review the result.
Questions about this workflow
Can Notis infer the purpose of a new list?
Only from the list information available in the event. Add context in the automation instruction when needed.
Does this create a Boloforms template?
No. It only retrieves and analyzes the document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Boloforms. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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