Start new contact follow-up with a document check
A new contact often starts a chain of onboarding or sales follow-up. Give your team the available Boloforms documents in that moment.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 contacts can trigger a flurry of follow-up, making it easy to overlook whether paperwork is already available or needs attention.
- Add a document-list review to new-contact follow-up.
- Give the team a clear prompt to assess paperwork readiness.
- Keep the review visible in a chosen run-report channel.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve the Boloforms document list for a new contact event and summarize possible paperwork follow-up without assuming a document match.
- 4Pick the New Contact Trigger and choose where run reports go.
- 5Test with one real newly created Salesforce contact.
Questions about this workflow
Will this create or send a signature request?
No. The available Boloforms action only retrieves the document list. Your team can review the report and decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boloforms. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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