Keep Box file contact metadata current
For a supplied set of records with matching Box file identifiers, review contact data on a cadence and update file metadata with values that pass your checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
Contact details can drift while the related Box files continue to carry outdated metadata.
- Review supplied contact records on a recurring schedule.
- Update metadata only for records that meet your criteria.
- Keep contact details near their related Box files.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Box once in Notis.
- 2Create an automation and describe which records to check and how to update matching file metadata.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one file that has the required metadata template.
Questions about this workflow
Does this create a metadata template?
No. The Box metadata instance action requires a suitable template to already exist.
Where do the file identifiers come from?
The supplied scheduled records need to include the Box file identifiers and contact values to check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Box. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
Addressfinder and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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