Skip to content
Notis

Duplicate a Box client workspace

Start every client engagement with the same trusted folder structure.

Trigger

Webhook received

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

Action

Copy folder

Creates a copy of a folder within a destination folder. the original folder will not be changed.

Why this helps

New client setup takes too many clicks and often misses a standard folder.

  • Speeds client onboarding
  • Standardizes workspace structure
  • Reduces setup omissions

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Box in Notis once.
  • 2Create an automation named Duplicate client workspace.
  • 3Tell Notis to use intake details to copy the approved Box template.
  • 4Choose the webhook trigger and a report channel.
  • 5Test with one new client record.

Questions about this workflow

Can the template stay unchanged?

Yes. The copy folder action creates a new copy and leaves the template intact.

What information should the webhook include?

Provide the client details Notis needs to identify the destination.

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

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.