Check related BoldSign documents after a Box invite
A new pending Box invite can prompt a quick review of related BoldSign documents, so access questions do not get lost.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
External access and signature progress can drift apart when invite follow-up is tracked in a separate place.
- Bring a Box access event into your contract follow-up routine.
- Review relevant BoldSign documents while invite context is fresh.
- Receive a report for manual decisions that need more information.
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 related BoldSign documents and what access follow-up to report.
- 4Choose the Box New Pending Collaboration Invite trigger and where run reports should go.
- 5Test with one real pending invite and verify the document matching.
Questions about this workflow
Which Box event starts this workflow?
New Pending Collaboration Invite (event 2385), which detects new pending collaboration invites.
Will this workflow change a BoldSign document?
No. It uses List Documents (24885) to review documents and report relevant matches for follow-up.
How can it find related documents?
Specify matching clues available from the invite and BoldSign document details. If there is no reliable match, instruct Notis to report that it could not identify one.
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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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.
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New File Version Uploaded
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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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