Apply the right classification to sensitive prospect files
Carry a clear sensitivity decision from a lead handoff to the relevant Box file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add classification to file
Adds a classification label to a file.
Why this helps
Sensitive prospect material can be difficult to distinguish when classifications are applied inconsistently or late.
- Apply the classification you specify to the intended file.
- Keep handling decisions close to prospect material.
- Reduce manual classification steps after a handoff.
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 file classification.
- 3Tell Notis which existing Box classification to apply when a webhook provides the file and classification decision.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real file and confirm the classification label in Box.
Questions about this workflow
Will this create a new Box classification label?
No. This workflow applies a specified classification to a file; the label must already be available in Box.
Can Notis decide whether a lead is sensitive?
Only use a decision included in the webhook or supplied by you. Do not assume Aeroleads provides a sensitivity classification.
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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