Add a document review to new lead triage
New leads need quick, focused triage. Include the Boloforms documents available to your team in the same run report.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Lead follow-up gets scattered across tools, and teams can miss useful document context while deciding what to do next.
- Include a document-list check in new-lead triage.
- Give your team a prompt to assess relevant paperwork.
- Reduce context switching during lead review.
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 lead event and summarize possible follow-up, clearly noting when a match is uncertain.
- 4Pick the New Lead Trigger and choose where run reports go.
- 5Test with one real newly created Salesforce lead.
Questions about this workflow
Can the workflow tell whether the lead already has a Boloforms document?
It can review the retrieved account document list, but a match is only reliable when the returned data includes enough information to identify the lead or related document.
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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