Create a Box link after invoice processing
Make a processed invoice easier to reach with a Box shared link, all from one request to Notis.
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
After processing a document, people still have to locate it in Box and create a share link manually.
- Create a share link as part of invoice processing.
- Reduce manual searching in Box.
- Make the processed invoice easier to access.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to process the invoice and create a shared link for the corresponding Box file.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and verify the returned link and its access settings.
Questions about this workflow
Does creating a shared link make the file public?
Link access depends on the shared link settings supported by Box. Specify the intended access in your instruction and verify the setting during the test.
What if the Box file is not available yet?
The workflow needs to identify the corresponding file in Box. Include how Notis should find it in the instruction, and test that identification with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Box. A trigger fires from one place; an action lands in another.
Affinda 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.
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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.
Affinda and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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