Start every Affinity opportunity with its own Box deal brief
Give new opportunities a clean working copy of the brief your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Creates a copy of a file.
Why this helps
Starting from a shared template by hand creates extra clicks and risks editing the original document.
- Keep a reusable source brief intact
- Give each opportunity a separate working copy
- Reduce repetitive document setup
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 copy the specified Box deal brief for the opportunity described in each request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Send one real opportunity request and verify the source brief remains unchanged.
Questions about this workflow
Can Notis choose the source brief automatically?
Provide the source file identifier or a clear way to find the brief in the request. Notis can only use information available in the request or connected apps.
Does copying the brief change the original?
The Box Copy file action creates a copy and leaves the original unchanged.
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
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