Find signature documents for every new Trello card
Turn a new Trello card into an immediate check for the Boloforms document you need.
Trigger
New Card Trigger
Triggered when a card is created 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
New work can start before anyone confirms which agreement or form should be signed.
- Reduce document hunting
- Spot missing signature paperwork early
- Keep project intake moving
Setup
Build it in a few focused steps.
- 1Connect Trello and Boloforms in the Notis portal.
- 2Create a new automation and name it.
- 3Tell Notis to retrieve the Boloforms document list and identify the document relevant to each new Trello card.
- 4Pick Trello New Card Trigger for the board.
- 5Choose a report channel, then test with one real card.
Questions about this workflow
Does this send a signature request?
No. It retrieves the Boloforms document list so Notis can identify the relevant document.
Can Notis match a card to a document automatically?
It can use the card details and returned document names. Add matching rules in your instruction when names are ambiguous.
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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No card. Works with personal or business Boloforms.