Keep document workflow details with the Box file
When a document reaches a meaningful stage, send Notis the Box file and metadata values so it can apply a metadata template instance.
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
Document status and project details are easy to lose when they live only in the process that created the file.
- Keep supplied process context alongside the Box file.
- Reduce manual metadata entry after document generation.
- Make files easier to understand later.
Setup
Build it in a few focused steps.
- 1Connect the webhook sender and Box to Notis once.
- 2Create an automation for document metadata updates.
- 3Tell Notis to apply the appropriate existing Box metadata template to the identified file using the supplied values.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real file and values accepted by the template.
Questions about this workflow
Does this create the metadata template?
No. This action applies an instance of a metadata template to a file. The template should already exist and accept the supplied values.
Can I send any metadata keys?
Most templates accept values present in that template. The global.properties template accepts arbitrary key-value pairs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Box. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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