Make prospect materials easy to review
Turn a lead handoff into a Box file link your team can open from the run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Useful prospect material is often buried in Box, and sharing the right file adds another manual step to a lead handoff.
- Reduce the steps between lead qualification and review.
- Put a shareable link in the automation result.
- Use a file selected by you for the relevant lead or campaign.
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 sharing.
- 3Tell Notis which Box file to share when a webhook reports a qualified lead; provide the file identifier or a reliable way to locate it.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real lead and verify the shared link and Box access settings.
Questions about this workflow
Does Aeroleads provide a lead-stage trigger here?
No native Aeroleads trigger event is listed. A webhook starts this workflow when you send the relevant lead signal.
Can the workflow choose any Box file automatically?
Tell Notis how to identify the intended file, or provide its identifier in the webhook request. Do not rely on a file selection field that is not present.
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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