Keep phone verification details with the contact file
Store the relevant check details alongside the file so a later handoff can see what was reviewed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
Phone verification outcomes can be lost when they live outside the contact record.
- Keep returned verification context with the related file.
- Make contact handoffs more informative.
- Avoid rechecking because the prior result was not recorded.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to verify submitted phone numbers and save the relevant returned details to the specified Box file using an existing metadata template.
- 4Choose the webhook trigger and report destination.
- 5Test with one real number and a file whose template is already set up.
Questions about this workflow
Does this make a new Box metadata template?
No. Use an existing template that accepts the requested details.
Can Notis save every returned value?
Ask it to save relevant returned details and ensure the template supports those values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Box. A trigger fires from one place; an action lands in another.
Abstract 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 label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Adds a shared link to a file.
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Adds or updates a shared link to a folder.
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Connect any two apps with Notis in the middle.
Abstract and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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