Add proposal context to pending client invites
A pending Box invite can be a useful moment to check proposal volume and understand the wider account activity before following up.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
A pending client invite may sit without enough context, leaving you to open multiple apps to understand the account's proposal activity.
- Add proposal volume context to a pending invite review.
- Get a quick account activity signal in the run report.
- Reduce manual context gathering before a follow-up.
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 the proposal count when a new pending Box invite appears and include the invite details in the report.
- 4Pick the Box New Pending Collaboration Invite trigger and choose where run reports go.
- 5Test with one real pending invite and review the run report.
Questions about this workflow
Does the proposal count show only proposals for the invited client?
No. The action returns a total proposal count. Use it as account-level context, not as a client-specific count.
Will this send an invite reminder?
No. It reports proposal volume and the invite context; it does not send messages or change the invite.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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 Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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 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.
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 All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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 All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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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