Add Deadline Funnel Account Context to a New Box Sign Request
Make account context easy to find when a new signature request starts a chain of operational follow-up.
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
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.
Why this helps
A new sign request may lead to campaign work, but retrieving the account identifier adds another manual step.
- Retrieves the Deadline Funnel account ID when a sign request is created.
- Adds account context to a run report for later operations.
- Reduces a manual lookup during signature workflow handoff.
Setup
Build it in a few focused steps.
- 1Connect Box and Deadline Funnel once in the Notis portal.
- 2Create an automation and describe: when a new Box Sign request is created, retrieve the Deadline Funnel account ID and include it in the run report.
- 3Pick the New Sign Request Created trigger.
- 4Choose where run reports should go, then test with one real sign request.
Questions about this workflow
Does this track signature completion?
No. It starts when a new sign request is created. Use the status changed trigger for later meaningful request changes.
Does the account ID identify the campaign?
No. It identifies the Deadline Funnel account. Campaign-specific actions require additional campaign context.
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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