Turn new Box sign requests into Capsule contacts
Keep the people in your Box signing process connected to your sales records, without retyping their details.
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 Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
Signer details can stay buried in document workflows while a founder tries to remember who needs a CRM record.
- Capture signer details in Capsule CRM when Box creates a sign request.
- Reduce manual re-entry between document and sales workflows.
- Prompt for missing details before creating a contact.
Setup
Build it in a few focused steps.
- 1Connect Box and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation and giving it a name.
- 3Describe in one instruction how to identify signers and create Capsule parties, asking for missing details when needed.
- 4Pick the Box New Sign Request Created trigger and choose where run reports should go.
- 5Test with one real Box sign request and review the created party.
Questions about this workflow
Will this create a contact for every signer automatically?
Notis can create a Capsule party when the sign request provides enough identifying details. Tell it how to handle missing or ambiguous details in your instruction.
Can Notis update an existing Capsule contact instead?
This workflow uses the create party action. To avoid duplicate records, instruct Notis to check existing parties first and ask you when it finds a likely match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Capsule crm. A trigger fires from one place; an action lands in another.
Box triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
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.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
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.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
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.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
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.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
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.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Box and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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