Open a Dynamics opportunity after Box signing
A completed signature can be the handoff your sales process needs. Let Notis record the next opportunity in Dynamics.
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
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Signed documents can sit in Box without a clear next step in the sales pipeline.
- Make completed signing requests visible to sales
- Reduce delays between signature and pipeline follow-up
- Include relevant Box Sign context in the opportunity
Setup
Build it in a few focused steps.
- 1Connect Box and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review status changes and create a Dynamics opportunity for completed sign requests that represent a new sales engagement.
- 4Pick Box Sign Request Status Changed in Box as the trigger and choose where run reports should go.
- 5Test with one real completed request and review the opportunity.
Questions about this workflow
Does every completed sign request need to become an opportunity?
No. In your instruction, define which completed requests represent a new sales engagement and ask Notis to report the rest for review.
Can the workflow tell whether an opportunity already exists?
Ask Notis to check available Dynamics lead or opportunity information before creating a record, and report cases where it cannot confidently match one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dynamics365. A trigger fires from one place; an action lands in another.
Box triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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 Contact
Creates a new contact entity record in dynamics crm using the web api.
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 Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Box and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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