Advance Apollo contact stages after Box Sign completion
Let a completed Box Sign request cue a contact-stage update in Apollo, with Notis checking for a clear match and valid destination stage.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
A signed document can mark a meaningful sales milestone, but updating the contact stage may get forgotten.
- Tie a meaningful signing milestone to contact-stage upkeep.
- Reduce forgotten pipeline housekeeping after signing.
- Require a clear contact match and valid destination stage.
Setup
Build it in a few focused steps.
- 1Connect Box and Apollo once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to update the matching Apollo contact stage only when the Box Sign request is complete and the destination stage is valid.
- 4Choose the Box Sign Request Status Changed trigger and select where run reports go.
- 5Test with one real completed sign request.
Questions about this workflow
Does every status change advance the stage?
No. Instruct Notis to proceed only for the completion state and destination stage you specify.
How do I choose a valid contact stage?
Use the Apollo contact stages available in your account. If the destination is unknown, retrieve stages with Apollo List contact stages before configuring the outcome.
What if a sign request has several signers?
Tell Notis which signer should correspond to the Apollo contact. If it cannot identify one confidently, it should report the ambiguity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Apollo. A trigger fires from one place; an action lands in another.
Box triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
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.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
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.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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 an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
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 Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
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 Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
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 Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Box and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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