Start vendor onboarding from the Box document
Keep vendor onboarding moving by turning incoming documents into a clear next step.
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
Vendor paperwork arrives in different formats, and missing details lead to follow-up loops.
- Use incoming paperwork to guide onboarding questions
- Reduce repetitive vendor follow-up
- Create a consistent intake starting point
Setup
Build it in a few focused steps.
- 1Connect Box and Byteforms once in the Notis portal.
- 2Create an automation and describe the vendor onboarding form to draft.
- 3Pick the Box New File Added to Folder trigger for the vendor documents folder.
- 4Choose where run reports go, then test with one real vendor document.
Questions about this workflow
Will it know which details are missing?
Describe the information you need in your instruction. Notis can draft questions from the available document content.
Does this replace vendor verification?
No. Treat the form as an intake aid and review vendor information through your established process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Byteforms.