Carry Box invitee details into Docnify
Keep document access and signing preparation moving together when a collaborator is invited in Box.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
People invited to review a Box folder may also need to be added to the related Docnify document, creating another manual follow-up.
- Reduce repeated entry of invitee details
- Add the intended collaborator to the right document
- Catch recipient setup close to the original invite
Setup
Build it in a few focused steps.
- 1Connect Box and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, specify how to identify the related Docnify document and recipient role, and tell Notis to add only invitees with a matching identity.
- 4Choose New Pending Collaboration Invite as the trigger, then choose where run reports should go.
- 5Test with one real invite and verify the document ID and recipient before using it routinely.
Questions about this workflow
How does Notis know which Docnify document to update?
State the document ID or a reliable way to identify it in your instruction. If the invite does not provide enough context to identify a document, Notis should report that instead of guessing.
Will every Box invite become a signer?
Your instruction should define whether invitees should be added as signers or another recipient type, if supported. Review a real example before relying on the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docnify. A trigger fires from one place; an action lands in another.
Box triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
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.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
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.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
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 Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Box and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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