Review Boloforms documents when a Box file arrives
Let a new file in your Box intake folder prompt a Boloforms document-list review, so document work is easier to triage.
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
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Document intake can involve checking multiple systems, adding another manual step when a file arrives.
- Use a new Box file as a cue for a Boloforms document-list review.
- Keep intake review and available signature document context together in a run report.
- Make uncertainty visible when the returned list lacks enough information to connect documents.
Setup
Build it in a few focused steps.
- 1Connect Box and Boloforms once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, with a name and prompt to retrieve the Boloforms document list and summarize any useful context for the new Box file.
- 3Pick the New File Added to Folder trigger and select the monitored folder.
- 4Choose where run reports should go, then test with one real file added to that folder.
Questions about this workflow
Does the automation inspect or copy the Box file into Boloforms?
No. The available Boloforms action retrieves its document list. It does not upload or copy files.
Can it match the Box file to a Boloforms document?
Only if the information returned by the document list supports a clear match. The prompt should ask Notis to report uncertainty when it cannot confirm one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Boloforms. A trigger fires from one place; an action lands in another.
Box triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Box and Boloforms, 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 Boloforms.