Keep an eye on Bolna agent executions
Set a regular check for an agent's executions, then review the Notis report without opening another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve agent execution status
Retrieve all executions by an agent
Why this helps
Checking voice agent activity manually can become one more recurring task to remember.
- Make execution status checks part of a predictable routine.
- Reduce manual dashboard visits.
- Choose a report channel that fits your review habit.
Setup
Build it in a few focused steps.
- 1Connect Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, identify the Bolna agent whose execution status you want retrieved and reviewed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report contains the status you need.
Questions about this workflow
Does this workflow start or stop calls?
No. It retrieves executions for the agent and their status for review.
What do I need to specify?
Name the Bolna agent to check and describe what status information you want surfaced in the run report.
How often can it run?
Choose the recurring schedule when you set up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bolna. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Fetch all batches by agent id
List all batches for agent
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get all agents
List all agents
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get all phone numbers
List all phone numbers for your account
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get execution by id
Retrieve specific execution by `execution id`
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Make a phone call from agent
Initiate calls
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Salesforce and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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