Make investor update folders accessible at the right handoff
When an update is ready to share, send one request and have Notis add the intended collaborator in Box.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create collaboration
Adds a user or group as a collaborator on a file or folder.
Why this helps
Important update folders can sit inaccessible while someone tracks down the right Box permissions and recipient.
- Reduce manual permission follow-up
- Use the intended recipient named in the request
- Make a specific Box folder available at the handoff
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 add the named person as a collaborator on the specified Box folder for each request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Send one real request and verify the intended person has the expected folder access.
Questions about this workflow
Can this workflow send a folder to any investor automatically?
The request should name the intended person and folder. Box access depends on the account's permissions and collaboration policies.
What if the request does not say what access to grant?
Include the intended access level in the request or automation instruction. Do not assume an access level that was not supplied.
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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