Keep related Documenso details current
A new Box version can prompt a review and update of the matching Documenso document properties you specify.
Trigger
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.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
A revised source file can leave agreement details out of step when updates are tracked manually.
- Use Box's new version event as a review cue.
- Update only the Documenso properties specified in your instruction.
- Reduce missed follow-up after a file revision.
Setup
Build it in a few focused steps.
- 1Connect Box and Documenso once in the Notis portal.
- 2Create an automation and tell Notis how to identify the related Documenso document and which properties to update after a Box file version is uploaded.
- 3Pick the Box New File Version Uploaded trigger and choose where run reports should go.
- 4Test with one real Box version upload and review the Documenso changes.
Questions about this workflow
Does this replace the agreement file in Documenso?
The listed action updates document properties. It does not upload a new file or replace document content.
How does Notis know what needs to change?
Specify the relevant update rule and how to identify the Documenso document 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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No card. Works with personal or business Documenso.