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Answer WhatsApp document inventory requests with Boloforms

Get a clear document inventory without opening another dashboard.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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

Document questions arrive in chat, but checking the source manually breaks focus and slows replies.

  • Respond faster to document questions
  • Keep document lookups in the conversation
  • Reduce dashboard switching

Setup

Build it in a few focused steps.

  • 1Connect Timelinesai and Boloforms once in Notis.
  • 2Create an automation named WhatsApp document inventory.
  • 3Tell Notis: retrieve the Boloforms document list and answer the WhatsApp request with only the relevant documents.
  • 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
  • 5Test with one real WhatsApp inventory request.

Questions about this workflow

What starts this workflow?

A new WhatsApp message received in Timelinesai starts it.

What does Notis retrieve?

It retrieves the documents list available through Boloforms.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Boloforms. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Boloforms actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Connect any two apps with Notis in the middle.

Timelinesai and Boloforms, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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