Follow up by phone when a Box Sign request completes
Let completion trigger the follow-up call, so signed agreements do not disappear into the inbox.
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
Make a phone call from agent
Initiate calls
Why this helps
After a document is signed, the next conversation can be delayed while the team tracks completion and starts follow-up manually.
- Start a phone follow-up from a meaningful signing milestone.
- Cut down on manual status checking and call initiation.
- Keep agreement completion connected to customer outreach.
Setup
Build it in a few focused steps.
- 1Connect Box and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to initiate a Bolna call using the specified agent when the Box Sign request is completed, and describe the call purpose and any needed phone details.
- 4Pick the Box Sign Request Status Changed trigger for the relevant request and choose where run reports should go.
- 5Test with one real completed request and review the resulting call.
Questions about this workflow
Will this call on every Box Sign status update?
The trigger fires when the request's status or other meaningful fields change. In your instruction, tell Notis to act only when the status indicates completion.
Where does the called person's phone number come from?
The available trigger description does not promise a phone number. Make sure your instruction can obtain it from the event data or provide the needed number through an available source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bolna. A trigger fires from one place; an action lands in another.
Box triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Collaboration Details Changed
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.
Fetch all batches by agent id
List all batches for agent
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.
Get all agents
List all agents
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.
Get all phone numbers
List all phone numbers for your account
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.
Get execution by id
Retrieve specific execution by `execution id`
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.
Make a phone call from agent
Initiate calls
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.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Box and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bolna.