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Notis

Move clear access requests from WhatsApp into Box

When someone asks for a document in chat, Notis can help grant Box collaboration on the right file and reduce the back-and-forth.

Trigger

Webhook received

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

Action

Create collaboration

Adds a collaboration for a single user or a single group to a file or folder. collaborations can be created using email address, user ids, or a group ids. if a collaboration is being created with a group, access to this endpoint is dependent on the group's ability to be invited. if collaboration is in `pending` status, the following fields are redacted: - `login` and `name` are hidden if a collaboration was created using `user id`, - `name` is hidden if a collaboration was created using `login`.

Why this helps

Access requests sit in WhatsApp while you switch apps to find the file, invite the person and remember to confirm it.

  • Reduce manual steps between a chat request and file access.
  • Keep the requested file and recipient together in the request context.
  • Have Notis report requests that lack enough detail for safe sharing.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Box once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis: For a clear access request, identify the Box file and recipient from the message and create a Box collaboration; report incomplete requests without sharing.
  • 4Choose a webhook trigger for access requests and select where run reports should go.
  • 5Test with one real request and verify the file and collaborator are correct.

Questions about this workflow

What information should an access request contain?

The request should identify the Box file and the intended collaborator. Tell Notis to seek clarification or report the request when either is ambiguous.

Can the automation share with a WhatsApp phone number alone?

A Box collaboration needs an identifier Box can use, such as a user email or ID. Provide that information in the message context or have Notis report the missing detail.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Box. A trigger fires from one place; an action lands in another.

2chat 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.

2chat and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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