Move approved documents to Box Sign
When a customer taps an approval reply in WhatsApp, Notis can prepare the identified Box document for signature.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
Create box sign request
Creates a signature request. this involves preparing a document for signing and sending the signature request to signers.
Why this helps
An approval is easy to miss when someone has to manually move it from chat into the signing process.
- Act on explicit interactive approvals
- Reduce delay between approval and signature
- Keep the approved document in Box
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to start a sign request only after an approval reply and when the document and signer details are available.
- 4Pick the WhatsApp Interactive Reply Received trigger and choose where run reports go.
- 5Test with one real approval reply tied to a Box document and signer.
Questions about this workflow
Does any WhatsApp reply count as approval?
No. This trigger is for a customer tapping a quick-reply button or selecting an interactive list option. Tell Notis which reply means approval.
What information is needed to send for signature?
The relevant Box document and signer details must be identifiable from the conversation or supplied in your instruction. Notis should report when they are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Box. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add or update user avatar
Adds or updates a user avatar.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Whatsapp and Box, 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 Box.