Assign retention to risk records
Keep required records on the right retention path as risk work changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign retention policy
Assigns a retention policy to an item.
Why this helps
Retention decisions often remain in notes while the actual files stay unmanaged.
- Turn decisions into file controls
- Reduce retention oversights
- Keep record handling consistent
Setup
Build it in a few focused steps.
- 1Connect 21risk and Box once in Notis.
- 2Create an automation named Apply record retention.
- 3Tell Notis to find the records identified by 21risk and assign the required Box retention policy.
- 4Choose the 21risk webhook trigger and a report channel.
- 5Test with one real retention decision.
Questions about this workflow
Can one update cover several records?
Yes. Ask Notis to process each Box item identified in the 21risk context.
What if no policy is named?
Provide the policy rule in the automation instruction so Notis has a clear basis for the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Box. A trigger fires from one place; an action lands in another.
21risk 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`.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
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.
Add or update user avatar
Adds or updates a user avatar.
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.
21risk and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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