Track new Box Sign requests in Campayn list context
Keep process details visible by reflecting a new Box Sign request in the related Campayn list.
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
Update List
Tool to update a contact list. use after confirming list id and desired changes. example: update list 123 name to 'newsletter subscribers'.
Why this helps
A new sign request starts a process, but the Campayn list context does not reflect it.
- Prompt a Campayn list refresh when a sign process starts.
- Keep process context close to the list information the team uses.
Setup
Build it in a few focused steps.
- 1Connect Box and Campayn once in the Notis portal.
- 2Create an automation and name the sign-request update.
- 3Tell Notis which Campayn list details to update when the relevant Box Sign request is created.
- 4Choose New Sign Request Created as the trigger.
- 5Choose a report channel and test with one real sign request.
Questions about this workflow
Does this track when the sign request is completed?
This workflow starts when a new Box Sign request is created. A status-change trigger is a separate event.
Can it change signer details?
The available Campayn action updates list details. It does not modify sign requests or contact records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Campayn. A trigger fires from one place; an action lands in another.
Box triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
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.
Delete List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
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.
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
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 Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
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.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
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.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
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.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Box and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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