Organize signing-related campaign content as it starts
Give a clear signing topic a home in ActiveTrail while the request is fresh and easy to classify.
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 Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Why this helps
Campaign content connected to a new signing request can end up scattered without a category to organize related materials.
- Create an organizing category from a clear signing topic.
- Reduce later sorting of related campaign content.
- Use reports when the request does not supply a distinct category name.
Setup
Build it in a few focused steps.
- 1Connect Box and ActiveTrail once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, in any channel or under Automations, New Automation.
- 3In one instruction, describe which sign requests qualify and how to name a content category from the available document context.
- 4Pick the Box New Sign Request Created trigger, then choose where run reports go.
- 5Test with one real request and confirm the category name.
Questions about this workflow
Will the category contain a campaign or template?
No. This action creates a content category only. It does not create or move campaign content.
What if the request has no clear topic?
The workflow should report that it cannot identify a suitable category name rather than make one up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to ActiveTrail. A trigger fires from one place; an action lands in another.
Box triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
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.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
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 a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
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
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
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 Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
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 New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
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 Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Box and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.