Check Boloforms documents from a client intake event
Give every new client a clear signature paperwork starting point.
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
Client onboarding can stall when related forms are spread across separate systems.
- Speed up onboarding review
- Reduce searching across apps
- Make missing paperwork visible
Setup
Build it in a few focused steps.
- 1Connect Boloforms in Notis once.
- 2Create an automation that retrieves Boloforms documents matching the client identifier in the intake request.
- 3Choose a Notis webhook trigger.
- 4Choose a report channel and test with one real client intake event.
Questions about this workflow
What client identifier works best?
Use the identifier that appears consistently in your Boloforms document names or metadata.
Will this notify the client?
No. It creates a report for your chosen channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Boloforms. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boloforms.