Get a Boloforms document inventory when you need one
Ask for a fresh document list review at the moment you need it, then read the summary in your report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
When someone asks for a document status update, finding the current inventory can interrupt other work.
- Start the inventory review when a status question comes up.
- Receive a concise summary of the documents returned by Boloforms.
- Keep the report in a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Boloforms in the Notis portal and connect the channel where you want reports.
- 2Create an automation in Automations, New Automation, and name the inventory review.
- 3Describe in one instruction that Notis should retrieve the Boloforms document list and summarize the returned documents and available statuses.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real webhook request and review the report.
Questions about this workflow
Does the webhook submit a Boloforms form or send a signature request?
No. It starts a Notis run, whose available Boloforms action retrieves the document list.
Can the report include fields that Boloforms does not return?
No. The summary is limited to information in the retrieved results; missing fields or history must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Boloforms. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Boloforms, 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 Boloforms.