Give every deal file review a clear owner in Box
Turn a review handoff into a Box task with the reviewer and file named up front.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign task
Assigns a task to a user.
Why this helps
Review requests get missed when ownership lives in a message instead of on the document.
- Make review ownership visible on the Box item
- Reduce follow-up to find out who is reviewing
- Keep the request connected to the specified deal file
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 assign a Box task to the named reviewer for the specified deal file in each request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Send one real review request and confirm the task is assigned to the intended person.
Questions about this workflow
Can a task go to several reviewers?
Box supports task assignment to more than one user by creating multiple assignments. Name each reviewer in the request.
Does this workflow decide which file needs review?
The request must identify the file or provide enough information for Notis to find 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.
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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