Check on-behalf BoldSign documents after Box contract changes
A Box contract change can prompt a search through BoldSign documents sent on behalf of your team.
Trigger
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.
Action
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.
Why this helps
Documents sent on behalf of someone else can be harder to find during contract changes and follow-up.
- Bring contract property changes into the document follow-up process.
- Search the BoldSign on-behalf document list for potential matches.
- Get a report when matching depends on more context.
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, say which Box changes matter and how to recognize related on-behalf BoldSign documents.
- 4Choose the Box File Metadata Changed trigger and where run reports should go.
- 5Test with one real metadata change and verify any matching document.
Questions about this workflow
Which Box event starts this workflow?
File Metadata Changed (event 2377), which monitors a specific Box file for changes to its properties.
What does the BoldSign action retrieve?
List Behalf Documents (24882) retrieves documents sent on behalf of users. Your instruction should explain how to narrow and match the results.
Will Notis always find the matching record?
Only when the returned details provide enough matching information. Tell Notis to report uncertainty rather than infer a match from incomplete data.
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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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.
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List Documents
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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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