Keep credential review details with the Box file
Put useful review context alongside the certificate record so the next person can see what has been checked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
Review notes kept elsewhere can be hard to reconnect with the certificate file when someone needs the record later.
- Keep review details with the matching Box file.
- Use a recurring schedule to prompt routine checks.
- Make the latest review context easier to find with the record.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for credential record reviews.
- 3Tell Notis which credentials and Box files to review, and what review details to add using an existing Box metadata template.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real credential and confirm the metadata template accepts the values.
Questions about this workflow
Can this create the metadata template too?
This workflow uses the action to apply a metadata instance to a file. The template must already exist in Box.
What data should the schedule check?
Specify the credential set and review criteria in your instruction. Any review date, baseline, or policy that Accredible and Box do not provide must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Box. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates 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.
Accredible certificates 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.