Make insurance paperwork questions easier to follow
Get the Boloforms list as a starting point when an insurance document question appears in a channel.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Insurance details can be time-sensitive, and searching for the right paperwork adds friction to a busy day.
- Bring a document reference into the insurance discussion.
- Reduce the time spent locating available records.
- Help the owner identify what needs a closer look.
Setup
Build it in a few focused steps.
- 1Connect Slack and Boloforms to Notis once in the portal.
- 2Create an automation prompt to retrieve Boloforms documents when an insurance paperwork question arrives in a channel.
- 3Select the Slack channel message trigger and where run reports should go.
- 4Test with a real insurance document question.
Questions about this workflow
Does the workflow interpret insurance coverage?
No. It retrieves a document list and does not analyze coverage.
Will it make an insurance claim or send paperwork?
No. Those actions are not available in the supplied Boloforms event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Boloforms. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boloforms.