Prioritize client onboarding files
Start client onboarding with the right documents in the right order.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 clients wait while teams manually decide which forms and documents to prepare first.
- Create a repeatable onboarding sequence
- Reduce setup delays
- Make ownership and next steps clearer
Setup
Build it in a few focused steps.
- 1Connect Typeform and Boloforms in Notis once.
- 2Create an automation that reviews the client response, lists Boloforms documents, and ranks the required onboarding files.
- 3Pick the Typeform New Form Response trigger.
- 4Select a report channel and test with one real client response.
Questions about this workflow
Can prioritization use client type?
Yes. Include client types and priority rules in the instruction.
Can it identify missing onboarding information?
Yes. Ask Notis to call out unanswered or insufficient details in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Boloforms. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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