Move qualifying Box intake contracts into BoldSign
Let Notis sort the new arrivals in a Box intake folder and send the contract files that are ready for signatures.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Intake folders mix ready-to-sign contracts with other files, making manual review slow and easy to postpone.
- Handle contract intake without manually checking every new item.
- Apply your stated criteria before sending a request.
- Keep the intake and signing handoff connected.
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 items qualify as contracts, who signs, and how to handle other items.
- 4Choose the Box New Item Added to Folder trigger and where run reports should go.
- 5Test with one real contract and one non-contract item.
Questions about this workflow
How is this different from watching only new files?
New Item Added to Folder (event 2380) can detect a file, folder, or web link. Use this when you want Notis to consider all new item types and apply your criteria.
Will BoldSign send folders or web links for signature?
The Send Document action sends a document for eSignature. In your instruction, have Notis send only qualifying contract files and report other item types.
Can it determine whether a file is ready to sign?
Give Notis clear criteria based on information it can access. If readiness depends on a fact not present in the Box data or document, provide that fact in your instruction.
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.
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Webhook trigger
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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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