Review team BoldSign documents when Box Sign changes
A change in Box Sign status can trigger a quick check of related team documents in BoldSign.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
A status change in one signature service can be hard to reconcile with team-wide activity in another.
- Connect Box Sign status changes with a review of team documents.
- Surface related records for follow-up in one report.
- Reduce the need to open each service and search manually.
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, state which Box status changes matter and how to identify related BoldSign team documents.
- 4Choose the Box Sign Request Status Changed trigger and where run reports should go.
- 5Test with one real status change and review the team document results.
Questions about this workflow
Which Box event starts this workflow?
Box Sign Request Status Changed (event 2389), which detects meaningful status or field changes to a specific Box Sign request.
Why use team documents?
List Team Documents (24888) retrieves team documents for a team or account admin. Use it when your review needs team scope.
Does it make changes to BoldSign?
No. This workflow uses the list action to retrieve and report documents. It does not update their status.
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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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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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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