Update a template after a Box folder change
When a source folder changes, use the event to prompt a targeted update to its related template.
Trigger
Folder Properties Changed
Triggers when a folder's core properties change in Box. This trigger monitors a specific Box folder and fires when changes are detected in properties like name, description, modification time, parent folder, item status, or shared link settings.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
A change to a source folder can leave the related template or settings out of sync until someone remembers to update them.
- Prompt template maintenance from a folder change
- Update a confirmed template's file or settings
- Reduce delays between source changes and template upkeep
Setup
Build it in a few focused steps.
- 1Connect Box and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which confirmed template ID to update and what change to make based on the folder property change.
- 4Pick the Box folder properties changed trigger, choose where run reports go, then test with one real example.
Questions about this workflow
What does the template update action support?
It updates a template's file and settings. Your instruction should specify the confirmed template and desired update.
Will a folder rename automatically rewrite a template?
The trigger detects folder property changes. State the desired template update in your instruction and ensure Notis has the required replacement file or settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docugenerate. A trigger fires from one place; an action lands in another.
Box triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Box and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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