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Notis

Share completed document packages with the right collaborator

Send Notis a webhook when the document is ready, then create a Box collaboration using the recipient and item details included in the request.

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

Client-ready documents can sit waiting while someone locates the right Box item and adds the intended collaborator manually.

  • Shorten the handoff from document completion to collaboration.
  • Use recipient and item context from the incoming request.
  • Reduce repetitive sharing steps.

Setup

Build it in a few focused steps.

  • 1Connect the external webhook sender and Box to Notis once.
  • 2Create an automation for sharing completed documents.
  • 3Tell Notis to create a Box collaboration for the recipient and item identified in each request.
  • 4Choose the webhook trigger and a run report destination.
  • 5Test with one real document and an authorized recipient.

Questions about this workflow

Can this share with an individual or a group?

Box collaborations can be created for a single user or group, subject to Box permissions and the group's invitation settings.

Does the webhook choose permissions automatically?

No permission details are specified here. Include the intended sharing context in your instruction and confirm it is supported before relying on the workflow.

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.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

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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