Bring document context to important Salesforce record changes
Choose a record type and let Notis review available Boloforms documents when its monitored Salesforce data changes.
Trigger
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.
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
Important changes across Salesforce records can prompt paperwork decisions, but teams may not notice those decisions while switching apps.
- Tie document review to monitored Salesforce record changes.
- Use the changed record context to guide a concise report.
- Keep possible paperwork decisions visible to the team.
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 after the monitored record changes and summarize only follow-up supported by the returned data.
- 4Pick the Record Updated (Generic SObject) trigger and choose where run reports go.
- 5Test with one real update to the selected Salesforce record type.
Questions about this workflow
What does this trigger monitor?
It monitors a selected Salesforce SObject type and uses SystemModstamp to detect changes. The trigger payload returns the field values you specify.
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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