Turn pending Box collaboration invites into client records
A Box invite can mark the start of client work. Have Notis prepare the matching Bidsketch client record when the invite carries enough information.
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
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
A new external collaborator can signal incoming work, but client setup is easy to forget amid other onboarding tasks.
- Capture potential client setup at the collaboration stage.
- Avoid re-entering invite details when they are sufficient.
- Report incomplete or uncertain client information for review.
Setup
Build it in a few focused steps.
- 1Connect Box and Bidsketch once in the Notis portal.
- 2Create an automation and name it for invite-based client setup.
- 3Tell Notis to create a Bidsketch client from a pending Box invite only when reliable client details are present, and report incomplete or uncertain records.
- 4Choose the Box New Pending Collaboration Invite trigger.
- 5Choose a report channel, then test with one real invite.
Questions about this workflow
Is every Box invite a new client?
No. Instruct Notis to create a record only when the invite provides enough evidence of a distinct client, and report uncertain cases.
Will this create a proposal too?
No. The available action creates a client record. Proposal creation is not among the listed Bidsketch actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bidsketch. A trigger fires from one place; an action lands in another.
Box triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
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.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its 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.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Box and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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