Keep Box sign request participants in your 2chat contacts
When a Box sign request includes a participant's first name and contact detail, Notis can add them to 2chat.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Why this helps
Signer details can be easy to lose between document review and follow-up, especially when contact entry is a separate task.
- Reduce repeated entry of signer contact details
- Make eligible sign request participants easier to find in 2chat
- Create contacts only when the required information is present
Setup
Build it in a few focused steps.
- 1Connect Box and 2chat once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or under Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a 2chat contact for each sign request participant only when a first name and at least one contact detail are provided.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and review the run report.
Questions about this workflow
What participant information is required?
The instruction should require a first name and at least one contact detail, such as an email, phone, or address. If those are absent, the contact should not be created.
Does this send a message to signers?
No. The available 2chat action creates a contact and does not send WhatsApp messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to 2chat. A trigger fires from one place; an action lands in another.
Box triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Tool to retrieve current api usage and account information. use when you need to monitor your remaining quotas before sending more requests.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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