Bring Docuseal templates into a new Box collaboration
When someone joins a Box folder, make the available Docuseal templates easier to review alongside the shared work.
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
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Why this helps
New collaborators may need context on the signing documents used by a shared team, but that context can live elsewhere.
- Use a new collaboration as a prompt to review signing resources.
- Bring the Docuseal template list into a report for the team.
- Reduce manual context gathering across apps.
Setup
Build it in a few focused steps.
- 1Connect Box and Docuseal once in the Notis portal.
- 2Create an automation instructing Notis to list Docuseal templates and include the Box folder collaboration details in a review report.
- 3Pick the Box New Folder Collaboration Created trigger for the specific folder.
- 4Choose where run reports should go.
- 5Test with one real collaboration event and review the report.
Questions about this workflow
Does it share templates with the collaborator?
No. The action lists templates and the automation can report them for review; it does not grant access or send documents.
Which folder does this monitor?
The Box event monitors a specific folder you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docuseal. A trigger fires from one place; an action lands in another.
Box triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
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.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
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.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
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.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
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.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
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.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
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.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Box and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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