Keep campaign follow-ups from slipping
Turn a campaign review request into a Box task so the next action has an owner and stays visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign task
Assigns a task to a user.
Why this helps
Campaign review actions can disappear into notes and inboxes when nobody turns them into a task.
- Turn a campaign follow-up request into a Box task.
- Make the next step visible in the place campaign files are managed.
- Reduce the chance of losing a promised review action.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Box task for the follow-up described in the request and assign it to the supplied user.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request and a valid Box user.
Questions about this workflow
Can it decide who should own the follow-up?
Provide the intended Box user in the request or prompt. The workflow should not guess an assignee.
Can one task go to multiple people?
The Box action supports multiple assignments through multiple assignments. Include clear assignee instructions in the prompt and test the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Box. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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