Keep signature activity and signed proposals in view
A Box Sign request is a good moment to review signed proposals in Better Proposals and note any records that deserve a closer look.
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 Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signature activity and proposal records can be tracked separately, leaving uncertainty about which signed items need a status review.
- Bring signed proposal records into view around signature activity.
- Make reconciliation a short review instead of a separate search.
- Highlight possible mismatches for a human to confirm.
Setup
Build it in a few focused steps.
- 1Connect Box and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve signed proposals when a Box Sign request is created and summarize records that may need reconciliation.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and review the run report.
Questions about this workflow
Does this workflow mark a proposal signed?
No. It retrieves the signed proposals list and reports it for review; it does not update proposal statuses.
Can it prove a Box Sign request belongs to a specific proposal?
Only when the event and proposal details provide enough matching information. Add your matching criteria to the instruction and confirm uncertain results.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Comment Changed
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Get All Companies
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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 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.
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 All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Box and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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