Connect Box to Better proposals

When something happens in Box, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Box to Better proposals

View example

Review proposals when client materials arrive

When a new item lands in a Box client folder, check Better Proposals for current proposals and summarize what may need attention.

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Check opened proposals after client comments

A new comment on a Box file can signal client discussion. Check opened Better Proposals and report which proposals may need a response.

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Reconcile Box sign requests with signed proposals

When a Box Sign request is created, retrieve signed Better Proposals and report whether proposal records may need a reconciliation check.

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Review sent proposals when Box Sign status changes

When a Box Sign request changes status, fetch sent Better Proposals and surface the proposal records to review alongside the signature update.

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Review new proposals after a Box document revision

When a Box file gets a new version, retrieve new Better Proposals and report any proposal records that may relate to the revised document.

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Check paid proposals after collaboration changes

When Box collaboration details change, retrieve paid Better Proposals and summarize relevant records for a client access or handoff review.

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Check proposal volume when a Box invite is pending

When a pending Box collaboration invite appears, retrieve the Better Proposals count and report a compact account activity snapshot.

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Bring quote context into a Box task resolution

When a Box task assignment changes state, retrieve the selected Better Proposals quote and include its details in a concise review report.

View example

Prepare weekly proposal follow-up context

On a schedule, retrieve Better Proposals account settings and report default currency, tax, and timezone context for your weekly proposal review.

Supported Triggers and Actions

Notis builds workflows that link Box to Better proposals. A trigger fires from one place; an action lands in another.

Box triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

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.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

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.

TriggerPolling

Create Proposal Cover

Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.

ActionInstant

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.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

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.

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

TriggerPolling

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

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.

TriggerPolling

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.