Make archived campaign reports easier to find
When a campaign report is ready to archive, ask Notis to add the supplied campaign details to its Box metadata.
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
Archived reports are harder to search when useful campaign context is missing from their metadata.
- Add supplied campaign context to a Box report.
- Make archived reports easier to identify and search.
- Reduce repetitive metadata entry during archiving.
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 apply the campaign details supplied in the archive request to the identified Box file using the available metadata template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real archived campaign report and confirm its metadata template accepts the supplied details.
Questions about this workflow
Does this create a metadata template?
No. This workflow applies a metadata instance to a file, so the required Box metadata template must already exist.
Where do the campaign details come from?
They must be included in the webhook request or otherwise supplied to Notis. The workflow does not assume ActiveTrail exposes fields that were not provided.
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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