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Notis

Pair new Box folder activity with a Docnify document review

Use new Box folder activity as a cue to review the Docnify documents connected to that process.

Trigger

New Item Added to Folder

Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.

Action

List Documents

Tool to list documents in the Docnify account.

Why this helps

A new item in a shared workflow folder can leave related signing documents buried in a separate system.

  • Prompt document review when folder activity occurs
  • Reduce manual searches across systems
  • Include relevant document details in a run report

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, describe which Docnify documents are relevant to the Box folder activity and what details to include in the report.
  • 4Choose New Item Added to Folder as the trigger, then choose where run reports should go.
  • 5Test with one real folder addition and confirm the list results are relevant.

Questions about this workflow

Will this create or update a Docnify document?

No. The selected action lists Docnify documents and reports relevant results for review.

Can it identify the right documents automatically?

Only if the available data supports the matching rule you provide. Explain the identifiers or criteria to use; otherwise treat the results as a review prompt.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

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

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

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

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

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

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

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

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

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

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

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

List Documents

Tool to list documents in the Docnify account.

ActionInstant

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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