Build a client intake form from each new Box brief
Start intake from the brief you already received, with less copy and paste.
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
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Client details arrive in documents, then someone has to turn them into form questions by hand.
- Convert brief details into a form draft quickly
- Reduce repeated setup work for client onboarding
- Keep form creation close to the source document
Setup
Build it in a few focused steps.
- 1Connect Box and Byteforms once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in one instruction.
- 3Pick the Box New File Added to Folder trigger for your intake folder.
- 4Choose where run reports should go, then test with one real client brief.
Questions about this workflow
Does Notis copy every detail in the brief into the form?
Tell Notis which details should become questions and which should stay out. Review the created form before sharing it.
Can this work with files already in Box?
This trigger runs when a new file is added to the selected folder. Existing files do not start the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Byteforms. A trigger fires from one place; an action lands in another.
Box triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
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.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
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 Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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 Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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