Share a prospect's research folder in one handoff
Make a prospect folder available to a reviewer without searching Box and copying links by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add shared link to folder
Adds or updates a shared link to a folder.
Why this helps
Reviewers lose time locating the research folder, and handoffs can omit the link they need.
- Put the research folder link into the run report.
- Speed up review handoffs.
- Share the folder you identify for that prospect.
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 folder sharing.
- 3Tell Notis which Box folder to share when a webhook reports a prospect ready for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect folder and verify the link's access settings.
Questions about this workflow
Can the workflow create a folder link for every new lead automatically?
Yes, if the webhook includes the relevant folder identifier or Notis can reliably identify the folder from the details you provide.
Who can open the link?
The link behavior depends on the shared-link settings supported by Box and the access details you specify.
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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