Get campaign folders ready before prospecting
Give Notis your upcoming campaign list and let it prepare the Box workspace on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create folder
Creates an empty folder inside another folder.
Why this helps
Campaign setup often begins with repetitive folder creation before the actual prospect work can start.
- Prepare a consistent folder structure ahead of campaign work.
- Reduce repetitive Box setup.
- Keep campaign materials grouped by the names you provide.
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 campaign folder preparation.
- 3Tell Notis to create a Box folder for each upcoming campaign in the campaign list or plan you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign name and confirm the folder appears in Box.
Questions about this workflow
Does this schedule discover upcoming campaigns from Aeroleads?
No campaign trigger or source event is listed. Provide the campaign names or plan in the prompt or a connected input.
How often can it run?
Choose the recurring schedule in the Notis automation setup that fits your planning cycle.
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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