Place critical evidence under legal hold
Preserve important evidence when a recurring risk review says it must be retained.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign legal hold policy
Assign a legal hold to a file, file version, folder, or user.
Why this helps
Teams may notice preservation needs but fail to apply the hold before files change.
- Reduce preservation delays
- Create a repeatable hold process
- Keep critical evidence available
Setup
Build it in a few focused steps.
- 1Connect 21risk and Box once in Notis.
- 2Create an automation named Preserve critical evidence.
- 3Tell Notis to identify the files requiring legal hold and assign the Box policy.
- 4Choose a recurring cron trigger and a report channel.
- 5Test with one real preservation review.
Questions about this workflow
Who decides which files need a hold?
Define the evidence criteria in your automation instruction or provide them in the 21risk review context.
Is this suitable for every review?
Use it when your scheduled process is authorized to apply the relevant Box legal hold.
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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