Bring the right prospect into the Box workspace
When an approved campaign handoff is ready, give the prospect access to the relevant Box item without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create collaboration
Adds a user or group as a collaborator on a file or folder.
Why this helps
A follow-up can stall while someone finds the right Box item and adds the intended collaborator.
- Cuts the manual steps between a campaign handoff and Box collaboration.
- Uses the recipient and Box item supplied with the webhook.
- Keeps the access request tied to a specific workflow instruction.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Box once in Notis.
- 2In Automations, create an automation with a name and prompt.
- 3In one instruction, tell Notis to create a Box collaboration for the supplied recipient and item when the handoff is approved.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real handoff and confirm the recipient and item.
Questions about this workflow
What starts the collaboration?
An HTTP request to the Notis webhook starts it. Have your external system send the request when the campaign handoff is approved.
What information must the webhook provide?
Provide the intended recipient and the Box file or folder context. Notis cannot infer missing recipients or item identifiers.
Does this share a whole folder automatically?
The instruction and supplied item determine whether the collaboration is for a file or folder. Verify the intended item in your 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
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.