Send the agreement when the Box approval is in
Let a completed approval assignment move the identified Documenso document to its pending signers.
Trigger
Task Assignment State Changed
Triggers when a task assignment's state changes. This trigger monitors task assignments for a specific task and detects when the resolution_state changes (e.g., from incomplete to completed, or from completed to approved/rejected).
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
After approval, the next step of sending an agreement can be missed while attention moves to other work.
- Move an approved task to the next signing step.
- Use the Documenso document identifier supplied in your instruction or Box context.
- Reduce manual checking between Box and Documenso.
Setup
Build it in a few focused steps.
- 1Connect Box and Documenso once in the Notis portal.
- 2Create an automation and tell Notis to distribute the specified Documenso document when its Box task assignment is approved.
- 3Pick the Box Task Assignment State Changed trigger and choose where run reports should go.
- 4Test with one real approved Box task assignment and confirm the intended Documenso document is distributed.
Questions about this workflow
Will this distribute every Documenso document?
No. Tell Notis how to identify the intended document, such as by including its identifier in the task context or instruction.
What if the Documenso document has no pending recipients?
The distribute action is for sending to all or selected pending recipients. Ensure the document has recipients eligible to receive it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Documenso. A trigger fires from one place; an action lands in another.
Box triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
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 Template
Tool to delete a template by ID.
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.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
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.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Box and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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