Find Boloforms documents from a Slack status question
Ask about a document in Slack and get a focused look at the Boloforms documents available for follow-up.
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
Finding the right document means leaving the conversation, opening another tool and trying to remember what to search for.
- Check the account's document list while the status question is still in context.
- Reduce the chance that a follow-up gets lost while switching tools.
- Give the team a clear starting point for a human review.
Setup
Build it in a few focused steps.
- 1Connect Slack and Boloforms to Notis once in the portal.
- 2Create an automation in Automations and write a prompt to retrieve the Boloforms document list when a channel message asks about a signature or document status.
- 3Choose the Slack channel message trigger and a channel for run reports.
- 4Test with a real status question and confirm the returned list is useful.
Questions about this workflow
Will this workflow change a document's status?
No. The available Boloforms action retrieves a document list; it does not update documents or send signature requests.
Can I ask Notis to narrow the results?
You can describe the context in the plain-language prompt, but the available action only retrieves the document list.
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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