Create a Carbone report from Box Sign updates
Turn a Box Sign status change into a report, so key signing milestones do not get lost in follow-up.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Tracking signing progress and preparing a summary afterward can add another manual step to an already busy process.
- React to meaningful changes in a Box Sign request.
- Generate a report from the status and details returned by Box.
- Reduce manual status checks and summary writing.
Setup
Build it in a few focused steps.
- 1Connect Box and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Describe the report to generate and the signing details to include when available.
- 4Choose Box Sign Request Status Changed as the trigger and select where run reports should go.
- 5Test with one real status change and review the generated report.
Questions about this workflow
Does this trigger only on completion?
It detects meaningful changes, which can include status, signer decisions, document readiness, or completion state. State in your instruction which updates should produce a report.
Will the report include every signer detail?
It can include details returned by Box. Specify how to handle fields that are not available.
Can the generated report establish that a request is legally complete?
The report can summarize the status data returned by Box. Use that data as the source for any completion statement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Carbone. A trigger fires from one place; an action lands in another.
Box triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
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.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
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.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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 Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
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.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
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.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
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 Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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