Triage signature needs from Typeform
Know which submissions need signatures before they become follow-up tasks.
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
Teams lose time deciding which inbound requests require documents and signatures.
- Separate signature ready requests from informational submissions
- Reduce repetitive document lookups
- Create a consistent review queue
Setup
Build it in a few focused steps.
- 1Connect Typeform and Boloforms in Notis once.
- 2Create an automation that reviews each response, lists Boloforms documents, and flags signature needs using your stated criteria.
- 3Pick the Typeform New Form Response trigger.
- 4Select a report channel and test with one real submission.
Questions about this workflow
Can I define what counts as signature ready?
Yes. Include your own criteria in the plain language automation prompt.
Does this send a signature request?
No. The available Boloforms action retrieves the document list and reports the triage result.
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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