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Retrieve Deadline Funnel Account Context for a Box Sign Update

Give operational follow-up a useful starting point by retrieving the Deadline Funnel account ID when a signature request changes.

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

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

When signature work triggers campaign operations, locating account context can interrupt the next step.

  • Retrieves the Deadline Funnel account identifier on a relevant Box Sign change.
  • Keeps account context available in the automation report.
  • Avoids manually searching for an ID before planning the next campaign task.

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 the Deadline Funnel account ID and include it in the run report.
  • 3Pick the Box Sign Request Status Changed trigger for the request to monitor.
  • 4Choose where run reports should go, then test with one real status change.

Questions about this workflow

Does retrieving the account ID start a deadline?

No. This action retrieves account context only. Starting an individual subscriber deadline uses a separate campaign-specific webhook flow.

What should I do with the ID?

Use the reported account identifier as context for a later workflow that needs it. This action does not select or modify a campaign.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

List Campaigns

Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.

ActionInstant

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.

TriggerPolling

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')

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

TriggerPolling

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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