Track sign request follow-up with delivery work
When a new Box sign request needs a delivery follow-up, capture it in Bugherd so it stays visible with the work.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
Why this helps
A new sign request creates a follow-up, but the team has no issue-tracker task to keep it moving.
- Capture selected sign-related follow-ups as tasks
- Keep delivery work alongside the project issue queue
- Reduce reliance on inbox reminders
Setup
Build it in a few focused steps.
- 1Connect Box and Bugherd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis which sign requests require a Bugherd follow-up and what available details to include.
- 4Pick the Box New Sign Request Created trigger and choose where run reports should go.
- 5Test with one real sign request and verify the created task.
Questions about this workflow
Does this track signing progress?
No. This trigger fires when a sign request is created. It does not monitor later status changes.
Can Notis create a task for every request?
You can specify which requests need follow-up. Make sure the intended Bugherd project can be identified.
Can it tell who has signed?
This trigger is for new request creation. Do not assume it contains signer decisions or later completion details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bugherd. A trigger fires from one place; an action lands in another.
Box triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.
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.
Create Attachment
Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.
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.
Create Column
Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.
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.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
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.
Create Project
Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."
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.
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
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.
Create Webhook
Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."
Connect any two apps with Notis in the middle.
Box and Bugherd, 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 Bugherd.