Find related agreements when a Box collaborator joins
A new folder collaborator can prompt a focused lookup of related Documenso documents, making the handoff easier to review.
Trigger
New Folder Collaboration Created
Triggers when a new collaboration is created on a specific folder in Box. This trigger monitors a specific Box folder and fires when new collaborations are detected.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
When someone new joins a shared folder, locating the agreements tied to that work can mean searching several places.
- Run a Documenso lookup when a folder collaboration is created.
- Use the project or agreement context you provide to narrow the search.
- Reduce manual searching during a handoff.
Setup
Build it in a few focused steps.
- 1Connect Box and Documenso once in the Notis portal.
- 2Create an automation and tell Notis what agreement or project context to use when finding related Documenso documents after a new folder collaboration.
- 3Pick the Box New Folder Collaboration Created trigger and choose where run reports should go.
- 4Test with one real Box folder collaboration and review the matching documents returned.
Questions about this workflow
Does this grant the collaborator access to Documenso?
No. This action finds documents; it does not change Documenso access or share documents.
What context can help find the right documents?
Provide a name, project detail, or other search clue that is available in the Box event or 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.
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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.
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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
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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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