Keep specified deal matter records under the right legal hold
Make a scheduled check part of the process for assigning the legal hold your matter requires.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign legal hold policy
Assigns a legal hold policy to preserve content from deletion.
Why this helps
Legal hold follow-through can slip when matter records and the relevant Box policy are handled in separate steps.
- Review specified matter records on a schedule
- Assign the selected Box legal hold to identified items
- Reduce manual follow-up across deal and document records
Setup
Build it in a few focused steps.
- 1Connect Affinity and Box once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Tell Notis to identify records for the specified matter and assign the named Box legal hold policy.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Run one example and verify the hold assignment on the intended Box record.
Questions about this workflow
Will the workflow decide which matter needs a hold?
Specify the matter and matching criteria in the instruction. Notis needs relevant information from Affinity or from you.
What must be in place before a hold is assigned?
The intended Box legal hold policy must exist, and the connected account needs permission to assign it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Box. A trigger fires from one place; an action lands in another.
Affinity triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
Affinity and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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