Keep client intake organized from the first submission
Send an intake request, verify the details, and give the documents a home in Box without adding another manual setup step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create folder
Creates an empty folder inside another folder.
Why this helps
Client intake details arrive in different formats, and creating a folder for each new client is easy to forget.
- Check the submitted address and contact details before organizing intake.
- Create a consistent Box folder for each verified client.
- Reduce manual filing after an intake request.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Box once in Notis.
- 2Create an automation and describe how to verify each intake and create its Box folder.
- 3Choose the Notis webhook trigger for incoming intake requests.
- 4Choose where Notis should send run reports.
- 5Test with one real intake request.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it with an intake request.
Does this workflow upload intake files?
No. The listed Box action creates a folder. It does not upload files.
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.
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.
Addressfinder and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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