Run a scheduled BoloForms document reconciliation
Give your operations team a predictable document review rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Document inventories drift quietly when no one owns a regular review.
- Create a dependable review cadence
- Surface stale or unreferenced records
- Reduce end of month document scrambles
Setup
Build it in a few focused steps.
- 1Connect Workday and BoloForms in Notis once.
- 2Create an automation instructing Notis to retrieve BoloForms documents and reconcile them with the Workday criteria you provide.
- 3Choose a Notis recurring schedule trigger.
- 4Select a report channel, then test with one real review run.
Questions about this workflow
What Workday data does the schedule read?
Provide the Workday context or report source in your instruction; the BoloForms action itself retrieves the document list.
Can the schedule change documents?
No. It produces a reconciliation report from the available document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Boloforms. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Connect any two apps with Notis in the middle.
Workday and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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