Find the right Docupilot folder after a Box sign request
A sign request can prompt a quick check for the Docupilot workspace connected to the same work.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Related contract work can be spread across tools, making it harder to remember where follow-up belongs.
- Bring available Docupilot folders into the run for review.
- Make it easier to spot an existing workspace for related contract work.
- Reduce the chance that follow-up starts in the wrong place.
Setup
Build it in a few focused steps.
- 1Connect Box and Docupilot once in the Notis portal.
- 2Create an automation and instruct Notis to list Docupilot folders for review after a new sign request.
- 3Choose the Box New Sign Request Created trigger.
- 4Choose where run reports should go.
- 5Test with one real Box sign request event and review the folder list.
Questions about this workflow
Does this send the sign request to Docupilot?
No. The available action lists Docupilot folders; it does not transfer, create, or send documents.
Can it select a folder automatically?
Notis can analyze the returned folder list and the event details. Any matching rule or context that the apps do not provide should be stated in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docupilot. A trigger fires from one place; an action lands in another.
Box triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Box and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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