Keep campaign context in the Box file metadata
Make files easier to understand later by attaching campaign context through an existing Box metadata template.
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
Useful campaign details get separated from files, making later review slower and less certain.
- Keeps supplied campaign details with the relevant file.
- Uses an existing Box metadata template for consistent organization.
- Makes campaign files easier to review without searching old handoffs.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Box once in Notis.
- 2Create a new named automation in Automations.
- 3Tell Notis to apply the appropriate existing metadata template to the supplied Box file using campaign details from the request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one file and verify the metadata instance.
Questions about this workflow
Does this create the metadata template?
No. The template must exist already. This action applies an instance of a metadata template to a file.
What campaign details can be included?
Use values supplied by the webhook that fit the existing template. Notis cannot supply missing campaign history.
How does it start?
An external request to the Notis webhook starts the workflow when the campaign handoff is ready.
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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