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Notis

Create a Booqable order after a rental agreement is signed

Move from signed agreement to rental order without retyping the confirmed booking details.

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

Create Order

Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.

Why this helps

A signed agreement can be easy to miss, and manually re-entering its customer and timing details adds another handoff.

  • Start order creation from the Box Sign status change.
  • Use agreement details for the order prompt, including required customer ID and timing.
  • Get a report when key order details are missing or the order is created.

Setup

Build it in a few focused steps.

  • 1Connect Box and Booqable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
  • 3Instruct Notis to create an order only for a completed rental agreement that supplies a valid Booqable customer ID and start and end timing.
  • 4Choose the Box Sign request status changed trigger and select where run reports should go.
  • 5Test with one real completed agreement and review the resulting order.

Questions about this workflow

Can the signed agreement alone provide the customer ID?

Only if the agreement or available Box data includes a valid Booqable customer ID. Otherwise, the workflow should report that the ID is missing for follow-up.

Which Box Sign status starts the workflow?

The trigger detects status or other meaningful field changes. In the prompt, instruct Notis to create an order only when the request is complete and the required order details are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Booqable. A trigger fires from one place; an action lands in another.

Box triggers

Booqable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Customer

Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Order

Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.

ActionInstant

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.

TriggerPolling

Create Product Group

Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.

ActionInstant

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.

TriggerPolling

Delete Customer

Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.

ActionInstant

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.

TriggerPolling

Delete Order

Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.

ActionInstant

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.

TriggerPolling

Delete Product Group

Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.

ActionInstant

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.

TriggerPolling

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

ActionInstant

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.

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use when you need to paginate through customers.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Booqable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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