Find signature follow-up items from Todoist tasks
Capture the follow-up task once, then let Notis scan your Boloforms documents for context.
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
A reminder to chase a signature often lacks the latest document context needed to act quickly.
- Pair follow-up tasks with current document information
- Reduce manual searching before sending a reminder
- Make next actions clearer
Setup
Build it in a few focused steps.
- 1Connect Todoist and Boloforms in the Notis portal.
- 2Create an automation that asks Notis to retrieve the Boloforms document list and identify possible signature follow-ups related to each new task.
- 3Select Todoist New Task Created as the trigger.
- 4Set the run report destination and test with a follow-up task.
- 5Refine the instruction if you want a specific client, document type, or status emphasis.
Questions about this workflow
Will it send a signature request automatically?
No. The available Boloforms action only retrieves documents, so the workflow reports findings for you to act on.
What if the document list has no matching item?
Ask Notis to report that no clear match was found and include the full returned list only when useful.
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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No card. Works with personal or business Boloforms.