Check the related Docnify record when Box Sign changes
When a Box signing request changes, bring up the related Docnify document details for a quick 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
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
A status change in one signing system can leave a related document record in another system unchecked.
- Bring relevant document details into the run report
- Reduce manual lookups after a Box Sign change
- Make cross-system review easier to follow
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, explain how to find the corresponding Docnify document and what details should be included in the run report.
- 4Choose Box Sign Request Status Changed as the trigger, then choose where run reports should go.
- 5Test with one real status change and confirm the correct Docnify document is fetched.
Questions about this workflow
Does this update the Docnify signing status?
No status update action is listed. This workflow retrieves the Docnify document details for review and reporting.
How do I match a Box Sign request to a Docnify document?
Specify a known identifier or reliable matching rule in your instruction. If the event data does not identify the related document, provide that missing link or use the report to flag the ambiguity.
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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