Put an owner on the next prospect step
Send a lead handoff to Notis and assign a review task on its Box file.
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
A promising lead can stall when the next action is implied in a message but no one owns it.
- Make the next document review visible as a Box task.
- Give a specified person clear ownership.
- Keep the handoff connected to the relevant prospect file.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect follow-up.
- 3Tell Notis which Box file and user to use when a webhook reports a lead handoff, and what task to assign.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the task is assigned on the intended file.
Questions about this workflow
Can this workflow decide who should own the task?
Only if your instruction or webhook provides a clear owner, such as a user identifier or email. Otherwise, supply the owner before relying on assignment.
What does the Box action do?
The listed action assigns a task to a user on an item; Box permissions and valid task details still apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Box. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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