Make confidential deal folders visibly marked in Box
Apply the folder watermark your team relies on when a scheduled review finds a matching deal folder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Apply watermark to folder
Applies or updates a watermark on a folder.
Why this helps
Folder-level handling expectations are easy to miss when deal status changes but the document workspace does not.
- Apply a watermark at the folder level
- Use criteria tied to the deal information you provide
- Reduce manual folder-by-folder checks
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 find folders associated with deals matching your confidential criteria and apply the specified Box watermark.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Run one example and confirm the watermark appears on the intended folder.
Questions about this workflow
Can this workflow identify confidential deals by itself?
Provide the criteria and ensure the relevant deal data is available. Notis cannot assume a confidentiality status that has not been supplied.
Does the action watermark every file in the folder?
This action applies a watermark to a folder. It is distinct from Box's file watermark action.
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.