Keep inactive deal records on the retention path you choose
Use a scheduled review to apply your chosen Box retention policy to records identified for inactive deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign retention policy
Applies a retention policy to content.
Why this helps
Inactive deal records can be overlooked when retention work depends on someone remembering to revisit them.
- Put a recurring review on a predictable schedule
- Apply the policy you specify to identified Box items
- Reduce manual tracking of inactive deal records
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 identify inactive deals using the criteria you provide and apply the specified Box retention policy to their identified records.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Run one scheduled example and verify the policy assignment on the intended Box item.
Questions about this workflow
How does Notis know that a deal is stale?
Define the inactivity criteria in your instruction and make sure the necessary deal history or last-activity data is available from Affinity or supplied by you.
Does Box choose the retention policy?
Specify the policy to apply. Box requires a valid retention policy and the necessary permissions.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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