Move signature-ready documents into Box Sign
Let a completion webhook tell Notis that an ActiveMerge document is ready, then create a Box Sign request using the document and signer details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create box sign request
Creates and sends a request for electronic signatures.
Why this helps
A document can be ready for signature while the person responsible is still copying details into a separate signing workflow.
- Reduce the delay between document completion and signature preparation.
- Keep signer and document context together in the request.
- Avoid manually restarting the signing handoff.
Setup
Build it in a few focused steps.
- 1Connect the ActiveMerge webhook sender and Box to Notis once in the portal.
- 2Create a Notis automation for signature-ready documents.
- 3In one instruction, tell Notis to create a Box Sign request using the document and signer details in the webhook.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real document and an intended signer.
Questions about this workflow
Does this send the document for signature?
The Box action creates a signature request and involves preparing the document for signing and sending the request to signers. Use only when the webhook represents an authorized signing handoff.
What must the webhook provide?
It should identify the document and include the signer details needed for the request. The source description does not specify a payload format.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Box. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
ActiveMerge and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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