Turn Box task assignment updates into reports
Capture assignment decisions in a report when a Box task moves forward, without another manual status check.
Trigger
Task Assignment State Changed
Triggers when a task assignment's state changes. This trigger monitors task assignments for a specific task and detects when the resolution_state changes (e.g., from incomplete to completed, or from completed to approved/rejected).
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
Task decisions can be hard to track when updates happen in Box but summaries are prepared elsewhere.
- Respond to state changes on a monitored task assignment.
- Summarize task information in a Carbone report.
- Reduce manual follow-up for assignment outcomes.
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 assignment details and outcome to include in the Carbone report.
- 4Choose Task Assignment State Changed as the trigger and select where run reports should go.
- 5Test with one real assignment state change and review the report.
Questions about this workflow
What assignment changes can trigger this?
The trigger detects resolution state changes, such as incomplete to completed, approved, or rejected.
Does this monitor all Box task assignments?
No. It monitors assignments for a specific Box task.
Can Notis include a previous assignment state?
Include it if the trigger data provides it or you supply it. Otherwise, the report can describe the current state returned by Box.
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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