Find the right contact for a Box sign request
Keep a new signature request connected to the right relationship by looking up its contact in ActiveCampaign.
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
Find contact
Find a specific contact in activecampaign using either their email address, id, or phone number. this action provides a more efficient way to find a specific contact instead of listing all contacts.
Why this helps
A signature request can arrive without an obvious CRM trail, making later follow-up slower.
- Check whether the signer already has a contact record.
- Reduce duplicate contact creation.
- Give the team a clear lookup result for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Box and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to find the ActiveCampaign contact using the signer email you provide or that is available in the event, and report the result.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and a known contact email.
Questions about this workflow
Will this create a contact if the search finds none?
No. Find contact only looks up a record. Use Create contact in a separate workflow if you want to create missing contacts.
What if the event has no signer email?
Provide the email from your signing process or use the report to flag that the lookup needs manual details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Active campaign. A trigger fires from one place; an action lands in another.
Box triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
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.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
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.
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
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.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
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.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
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.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
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.
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
Box and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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