Prepare a Box link when an investor document is ready
Create a shareable link as part of the document handoff, with the file and sharing intent clearly specified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Document handoffs stall when someone still has to locate the file and generate its Box link.
- Reduce the manual steps in a document handoff
- Create a link for the specific file named in the request
- Keep the sharing action tied to a clear instruction
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 create a Box shared link for the specified investor document, following the sharing settings in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Send one real request and verify the link and its access settings in Box.
Questions about this workflow
Does creating a shared link make the document public?
The link's access depends on the settings used. Specify the intended access in the request and confirm it in Box.
Can Notis create a link if the file is not identified?
The request must identify the Box file or include 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.
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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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