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Notis

Reconcile Boloforms documents every week

Close the week knowing which signature records need a decision.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Small discrepancies accumulate when document lists are checked only during emergencies.

  • Catch discrepancies earlier
  • Create a repeatable weekly ritual
  • Keep operational records aligned

Setup

Build it in a few focused steps.

  • 1Connect Boloforms in Notis once.
  • 2Create an automation that retrieves Boloforms documents and compares them with the reference list or naming rules you provide.
  • 3Pick a weekly Notis schedule.
  • 4Choose where reports go and test with one real reconciliation run.

Questions about this workflow

What reference list should I provide?

Use a project list, contract register, or naming convention that reflects the records you expect.

Does the workflow alter either system?

No. It retrieves the Boloforms list and reports discrepancies.

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.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

TriggerPolling

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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