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Notis

Apply Box retention policies automatically

Keep retention handling moving as documents reach the right lifecycle stage.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create retention policy

Creates a retention policy.

Why this helps

Retention work is easy to delay when lifecycle reviews are manual.

  • Keeps lifecycle controls current
  • Reduces policy assignment work
  • Supports consistent records handling

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Box in Notis once.
  • 2Create an automation named Apply retention policies.
  • 3Describe the lifecycle signal and instruct Notis to assign the matching Box policy.
  • 4Pick a recurring schedule and a report channel.
  • 5Test with one eligible item.

Questions about this workflow

What determines eligibility?

Provide the lifecycle rule through 0CodeKit or the automation instruction.

Can this run as a regular review?

Yes. Configure a Notis cron trigger.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Box. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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`.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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`.

ActionInstant

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

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.

ActionInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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