Prepare Deadline Funnel Sales Tracking Details from a Box Sign Update
Make the campaign sales-tracking details easier to find when a signature request changes and prompts an operational review.
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 Sales Tracking Webhook URL
Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.
Why this helps
Campaign tracking details are easy to misplace when signature updates and sales operations happen in separate tools.
- Retrieves campaign-specific sales tracking parameters for downstream use.
- Reports the returned details alongside the Box Sign change.
- Helps reduce the manual hunt for campaign tracking information.
Setup
Build it in a few focused steps.
- 1Connect Box and Deadline Funnel once in the Notis portal.
- 2Create an automation and describe: when this Box Sign request changes, retrieve Deadline Funnel sales-tracking webhook details and report the returned parameters.
- 3Pick the Box Sign Request Status Changed trigger for the request.
- 4Choose where run reports should go, then test with one real status change.
Questions about this workflow
Will this record a sale automatically?
No. It retrieves the sales-tracking webhook details. A sale is recorded by the separate Track Sale Webhook action when you have the needed campaign and subscriber details.
What does the action need?
Deadline Funnel campaign context is required to obtain campaign-specific tracking details. The action does not infer which campaign or subscriber should be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Deadline funnel. A trigger fires from one place; an action lands in another.
Box triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Tool to redirect an email link to the correct before- or after-deadline URL for a subscriber. Use when processing clicks on Deadline Funnel email links. Returns the final destination URL after redirects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.
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 Account ID
Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.
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 Campaigns
Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.
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.
Start Deadline via Custom Webhook
Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')
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.
Track Sale Webhook
Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.
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 Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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