Get CMS context when a new document goes for signature
A newly created sign request may relate to an existing content item. Have Notis fetch the item details and summarize what you should know.
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
Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
Why this helps
A signature request arrives without the CMS context needed to assess its content relationship.
- Fetch CMS item details when a Box Sign request starts.
- Keep relevant item fields and request context together.
- Apply your identifier conventions to make the lookup more useful.
Setup
Build it in a few focused steps.
- 1Connect Box and Agility CMS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify the related CMS content item and what context to summarize.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and confirm the item details match.
Questions about this workflow
Will this start or modify a CMS publishing process?
No. It only retrieves a content item and summarizes context for a report.
What if the sign request has no CMS identifier?
Provide a reliable matching rule in the instruction. If none exists or the event lacks enough detail, Notis should report that the relationship could not be confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Agility cms. A trigger fires from one place; an action lands in another.
Box triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
Comment Changed
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Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
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.
Get Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
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.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
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.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
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.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
Connect any two apps with Notis in the middle.
Box and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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