Prepare an editor session for each Box sign request
When a sign request arrives, have Notis open the right CraftMyPDF template editor session for the next document step.
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 Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
Preparing related paperwork after a sign request can mean hunting for the right template and opening another tool.
- Create an embeddable editor session URL for a selected CraftMyPDF template.
- Use a Box Sign request as the cue to prepare follow-up paperwork.
- Keep the next document step attached to an existing workflow report.
Setup
Build it in a few focused steps.
- 1Connect Box and CraftMyPDF once in the Notis portal.
- 2Create an automation in the portal or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create an editor session for the appropriate CraftMyPDF template when a new Box sign request appears.
- 4Pick the Box New Sign Request Created trigger and choose where run reports should go.
- 5Test with one real sign request and review the editor session URL in the run report.
Questions about this workflow
What does the editor session action create?
It creates an embeddable editor session URL for a specific CraftMyPDF template.
Does this sign or send the document?
No. This action creates an editor session URL; the listed event does not itself sign or send a CraftMyPDF document.
How do I choose the template?
Describe the template choice in your instruction. Supply any rules that are not present in the sign request or template data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Craftmypdf. A trigger fires from one place; an action lands in another.
Box triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
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 PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
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.
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.
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.
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.
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 Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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