Turn a deal handoff into a clear Box review task
Make the next action visible. A deal event can create a Box task for the reviewer and item included in the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign task
Assigns a task to a user.
Why this helps
Deal reviews are easy to lose when the request lives in one app and the document lives in another.
- Makes the review owner and requested work explicit.
- Reduces the need to copy deal context into a separate task by hand.
- Creates a task on the Box item connected to the handoff.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Box once in Notis.
- 2Create a new automation in Automations with a name and prompt.
- 3Tell Notis to assign a Box task to the supplied reviewer on the supplied item for each review request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real review request and check the Box task.
Questions about this workflow
How does the review request reach Notis?
Use an external HTTP request to the Notis webhook when the deal needs review. ActiveCampaign has no trigger events listed for this package.
What should the request include?
Include the reviewer, the Box item, and the review context. Supply any needed deadline in the request and instruction.
Can a task go to multiple reviewers?
Box supports assigning a task to more than one user. Tell Notis to use the supplied reviewers and verify the assignments in the test run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Box. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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