Start agreements from Box contract tasks
A new contract task can kick off a prepared Documenso agreement, so you can move into review without rebuilding the request.
Trigger
New Task Created on File
Triggers when a new task is created on a Box file. This trigger monitors a specific Box file and fires when new tasks are detected.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Contract tasks can sit in Box while someone separately remembers to start the agreement in Documenso.
- Start a template-based agreement when a Box task is created.
- Reuse the recipient details and context you provide to Notis.
- Keep the contract request connected to the Box task that started it.
Setup
Build it in a few focused steps.
- 1Connect Box and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language to create a draft from your selected Documenso template when a contract task is created on the Box file you monitor.
- 3Pick the Box New Task Created on File trigger and choose where run reports should go.
- 4Test with one real Box contract task and review the resulting Documenso draft.
Questions about this workflow
Does this copy the Box file into Documenso?
No. This action creates a document from a Documenso template. Provide any details the template needs in your instruction; the listed action does not upload the Box file.
How does Notis know the template and recipients?
Name the Documenso template and provide the recipient details or the rule Notis should follow in your instruction.
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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