Prepare a Box contract file for a BoldSign workflow
Make a newly added contract file available to a workflow that needs a temporary upload key.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Upload File (Helper)
Helper action to upload a file to R2 temp via the Composio file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).
Why this helps
A file can be ready in Box while the next step still depends on manually preparing it for an uploadable action.
- Prepare a file for actions that accept a file uploadable key.
- Reduce a manual file handoff for compatible downstream steps.
- Keep file preparation tied to the Box arrival event.
Setup
Build it in a few focused steps.
- 1Connect Box and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe which new Box contract files need preparation and what downstream file uploadable action will use the key.
- 4Choose the Box New File Added to Folder trigger and where run reports should go.
- 5Test with one real file and confirm the returned key is usable in the intended compatible action.
Questions about this workflow
What does Upload File (Helper) do?
It uploads a file to temporary storage through the Composio file pipeline and returns a key for compatible FileUploadable fields in other actions.
Does this action send a signature request?
No. It prepares an upload key; it does not send the document. Use it only when a compatible downstream action in your workflow needs that key.
Can it access any new item in the folder?
The trigger detects new files in the specified folder. Describe which files should be prepared so unrelated files are skipped.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Boldsign. A trigger fires from one place; an action lands in another.
Box triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
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 Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Box and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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