Gather chatbot conversation context for new Box sign requests
A sign request begins in Box. Pull relevant Chatbotkit conversation history into the follow-up workflow before details slip away.
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
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
Why this helps
Preparing sign-request follow-up can mean searching separate conversation histories for the context behind a client or project.
- Bring relevant conversation records into sign-request follow-up.
- Reduce the need to manually switch between Box and chatbot history.
- Make client or project context easier to review before following up.
Setup
Build it in a few focused steps.
- 1Connect Box and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve Chatbotkit conversations relevant to the client or project identified by the sign request; provide matching guidance if the event does not include enough context.
- 4Pick the Box New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and review the returned conversations for relevance.
Questions about this workflow
Will it find conversations from the signer automatically?
Only when the event data and your matching instructions provide enough information. Supply a client or project identifier if needed.
Does this send a message to the signer?
No. This workflow retrieves Chatbotkit conversations for review; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Chatbotkit. A trigger fires from one place; an action lands in another.
Box triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
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Collaboration Details Changed
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Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
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 Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
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 conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
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 Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
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 Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
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 Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Box and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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