Start a Chaser invoice from a Box Sign request
Give signed work a clear next step by creating an invoice record from request details you have confirmed.
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 Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
After initiating signature paperwork, the billing handoff can be left for someone to remember and enter later.
- Connect signature paperwork with invoice setup.
- Create invoices only when your prompt's conditions are met.
- Keep the Box request as context for the billing action.
Setup
Build it in a few focused steps.
- 1Connect Box and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which new Box Sign requests qualify, how to identify the customer, and which available details to use for the invoice.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real request that contains the required invoice information.
Questions about this workflow
Does creating a Sign request mean the work is complete?
No. The trigger indicates that a request was created. Instruct Notis to create an invoice only if the request details establish that billing should begin.
What if the request does not contain an amount or invoice dates?
Notis can only use available details. Specify a rule for incomplete requests and review them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Chaser. A trigger fires from one place; an action lands in another.
Box triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
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 Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
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 Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
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 Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
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.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
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.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Box and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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