Keep verified contact details with the relevant file
When a document arrives in a process that already identifies its Box file, check the accompanying contact details and record the confirmed values as 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
Contact details can be checked in one place and then lost when people return to the Box document.
- Check address, email, or phone data before recording it.
- Keep confirmed details alongside the specified Box file.
- Avoid re-entering checked information by hand.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Box once in Notis.
- 2Create an automation and describe which supplied contact details to verify and record.
- 3Choose the Notis webhook trigger for file metadata requests.
- 4Choose where Notis should send run reports.
- 5Test with one real file and contact record.
Questions about this workflow
Does this create a metadata template?
No. This uses the Box action to apply a metadata instance to a file. The required template must already exist.
Where does the workflow get the file and contact details?
The webhook request must supply the Box file identifier and the contact details 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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.