Keep Bidsketch client records current when signing starts
When a document enters Box Sign, add a concise status note to the corresponding client record in Bidsketch.
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
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Signing activity and proposal context can sit in separate tools, leaving the team unsure what has moved forward.
- Make signing activity easier to find in the client record.
- Reduce manual status updates after preparing a document for signature.
- Report requests that cannot be matched to a Bidsketch client.
Setup
Build it in a few focused steps.
- 1Connect Box and Bidsketch once in the Notis portal.
- 2Create an automation and name it for signature-status updates.
- 3Tell Notis to match a new Box Sign request to a Bidsketch client using available details, update the client with a concise request-created note, and report unmatched requests.
- 4Choose the Box New Sign Request Created trigger.
- 5Choose a report channel, then test with one real sign request and review the client update.
Questions about this workflow
Does this track whether the document was signed?
No. The selected trigger fires when a sign request is created. A status change needs a separate trigger and workflow.
What if the request does not identify a client clearly?
Tell Notis to report the request for review rather than update a possibly incorrect client.
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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