Look up research context after a Box Sign update
When a signature request changes, surface related Dovetail context so follow-up starts with the right background.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
A status change can require action, but the project background may be in a separate research system.
- Speed up follow-up after request changes
- Make related research easier to find
- Reduce repeated searches across project tools
Setup
Build it in a few focused steps.
- 1Connect Box and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which available sign request details to search with and what related Dovetail context to report.
- 4Pick the Box Sign Request Status Changed trigger and choose where run reports go.
- 5Test with one real status change and check the search results.
Questions about this workflow
Can it complete the signature request?
No. It searches Dovetail for context and does not change the Box Sign request.
Which status changes trigger it?
The event detects meaningful request changes such as status, signer decisions, document readiness, or completion state.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dovetail. A trigger fires from one place; an action lands in another.
Box triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
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 Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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 Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
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.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id 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.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
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 Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Box and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.