Put closed deal records on your specified retention policy
Make the retention step part of your scheduled closeout review, using the policy your team has chosen.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign retention policy
Applies a retention policy to content.
Why this helps
Deal closeout can leave Box records without the retention treatment your process calls for.
- Add a recurring retention step to deal closeout
- Apply the policy you identify to matching records
- Reduce follow-up after a deal closes
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 closed deals using the criteria you provide and apply the specified Box retention policy to their records.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Run one example and verify the policy assignment on an intended Box record.
Questions about this workflow
How does the workflow know a deal is closed?
Define the closed-deal criteria and make sure the needed status information is available from Affinity or supplied in your instruction.
Can I choose which retention policy to apply?
Yes. Name the policy in the instruction and ensure it exists in Box and is available to the connected account.
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.
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.
Affinity and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.