Add Boloforms document context to client tasks
Give every client task the paperwork context needed to move it forward.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Client work slows down when document history is hidden in a separate workspace.
- Prepare for client work faster
- Keep task and document context together
- Reduce repeated document searches
Setup
Build it in a few focused steps.
- 1Connect Todoist and Boloforms in Notis.
- 2Create an automation asking Notis to retrieve Boloforms documents relevant to the client or project named in each new task.
- 3Select Todoist New Task Created as the trigger.
- 4Choose where reports should appear and run a test with one client task.
- 5If needed, revise the instruction to report only matching document names and available status details.
Questions about this workflow
What identifies the client?
Use the client or project name in the Todoist task text so Notis has a reference to use when reviewing the returned list.
What if the task has no client name?
Ask Notis to state that context is missing and provide a general document summary instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Boloforms. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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