Have prospect review links ready on schedule
Prepare access to the specific Box files your team plans to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Scheduled reviews lose momentum when people must search for files or request access at the last minute.
- Prepare file access before a review begins.
- Keep the review set to files you identify.
- Reduce last-minute file searches.
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 review links.
- 3Tell Notis which Box prospect files need links before each review and what sharing access to use.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real file and verify the link works for the intended audience.
Questions about this workflow
Does Aeroleads provide the list of files for each review?
No source trigger or file-list event is specified. Provide the review set or a reliable way to identify it.
Does this action send the link to reviewers?
The Box action creates or updates a shared link. The workflow report can show the result; choose a report channel in Notis.
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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