Keep legal hold assignment reviews on track
Set a recurring review in Notis and specify the Box legal hold policy and items to act on, based on criteria you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign legal hold policy
Assigns a legal hold policy to preserve content from deletion.
Why this helps
A legal hold handoff can be missed when the responsible person has to remember to revisit a separate Box workflow.
- Make scheduled hold reviews easier to remember.
- Keep the policy and item criteria explicit.
- Reduce repeated navigation through Box.
Setup
Build it in a few focused steps.
- 1Connect Box to Notis once in the portal.
- 2Create an automation for the scheduled legal hold review.
- 3Tell Notis which item or items qualify and which existing hold policy to assign.
- 4Choose the recurring schedule and report destination.
- 5Test with an approved example and confirm the hold assignment in Box.
Questions about this workflow
Can this decide whether a legal hold is required?
The action assigns a policy. Supply the decision criteria and ensure the responsible owner reviews the outcome.
Can the action apply to a folder?
The Box action can assign a legal hold to a file, file version, folder, or user, as supported by the item details provided.
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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