Review paperwork when work is archived
Close the loop on documents when a Trello card leaves active work.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
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
Archiving a card can make related signature documents easy to forget during project closeout.
- Make closeout more consistent
- Surface documents needing retention review
- Reduce forgotten final steps
Setup
Build it in a few focused steps.
- 1Connect Trello and Boloforms once.
- 2Create an automation and describe the closeout outcome in one instruction.
- 3Tell Notis to retrieve Boloforms documents and list those that may need retention, completion, or follow-up for the archived card.
- 4Select Card Archived Trigger for the board.
- 5Choose a report channel and test with one archived card.
Questions about this workflow
Does archiving delete Boloforms documents?
No. This workflow only retrieves the document list and creates a review summary.
Can it confirm that a document is complete?
Only if the returned document data includes the needed status. Otherwise, ask Notis to flag the item for manual confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Boloforms. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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