Keep a live document snapshot for each workstream
Every new task becomes a chance to refresh the document picture around your work.
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
Workstream planning becomes fragmented when task updates and document changes are reviewed separately.
- Maintain current workstream awareness
- Reduce repeated status checks
- Support planning with fresh document data
Setup
Build it in a few focused steps.
- 1Connect Todoist and Boloforms in the Notis portal.
- 2Create an automation asking Notis to retrieve the Boloforms document list and summarize what is relevant to the new workstream task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where run reports should go and test with one task.
- 5Refine the instruction to compare the returned list with the workstream terms in the task.
Questions about this workflow
Does this keep a historical snapshot?
The workflow returns a report for each run. Long-term history depends on the report destination you choose.
Can it compare two snapshots?
Only if prior results are available in the selected report destination and you explicitly ask Notis to compare them.
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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