Create Box links for documents that need to be shared
Use a scheduled AgencyZoom review to find documents that need sharing and create a Box shared link for the related file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Finding the right file and creating its link can become another manual step in client follow-up.
- Reduce time spent locating and linking documents.
- Tie link creation to a defined AgencyZoom review.
- Make relevant documents easier to share through Box.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome in one instruction: identify records meeting the sharing criteria and create a Box shared link for the related file.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the correct file and link settings.
Questions about this workflow
Can this send the link to a client?
This Box action creates a shared link. Sending it to someone is not included in the listed action.
What sharing criteria should I use?
Define them in the prompt using AgencyZoom details available to the connected account, and specify the intended Box file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Box. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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