Keep a BoldSign document aligned with its Box version
A revised contract in Box can prompt a check of the related BoldSign document, so outdated drafts are easier to catch.
Trigger
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.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
A revised contract can be easy to miss when the matching signature request is already in progress.
- Bring attention to a revised contract as soon as Box records a new version.
- Reduce the chance of continuing with an outdated draft.
- Use a run report to review whether the related document was found and editable.
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, explain how to identify the matching BoldSign document and when it is safe to update it.
- 4Choose the Box New File Version Uploaded trigger and where run reports should go.
- 5Test with one real version update and review the resulting document status.
Questions about this workflow
Which Box event starts this workflow?
New File Version Uploaded (event 2379), which monitors a specific Box file for new versions.
Can the action update any BoldSign document?
Edit Document (Beta) supports updating a draft or sent document. Whether an update is appropriate depends on its current status and your instructions.
How does Notis match the Box file to a BoldSign document?
Tell Notis the reliable matching clues available to it, such as a shared contract name. If it cannot identify a unique match, have it report that instead of guessing.
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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