Send new Box contracts for signature in BoldSign
Drop a contract into the right Box folder and let Notis handle the signing handoff in BoldSign.
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
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Preparing a signing request by hand adds steps at the exact moment a contract is ready to move.
- Reduce manual handoffs between file storage and signature requests.
- Start the signing process as soon as a new file is added.
- Keep a run report for each attempt.
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 new Box contract files to send and who should sign them.
- 4Choose the Box New File Added to Folder trigger and where run reports should go.
- 5Test with one real contract file and confirm the BoldSign request details.
Questions about this workflow
Which Box event starts this workflow?
New File Added to Folder (event 2383), which watches for files added to a specific Box folder.
What needs to be in my instruction?
Describe which files are contracts, who should sign, and any signing order or message you want Notis to use. BoldSign Send Document is the action.
Does Notis choose the signer automatically?
Only if your instruction gives enough reliable information to identify the signer. Otherwise, provide the recipient details in the instruction or review the run report.
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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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
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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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