Keep project details with Box files
When an email carries useful project details for a document, Notis can apply them to that file's existing Box metadata template.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair.
Why this helps
Project context in email is hard to find later when it is not recorded with the document.
- Keep project context with the file it describes.
- Reduce repeated searches through email.
- Make file details easier to review in Box.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for project metadata capture.
- 3Tell Notis to apply only the email details that match fields in the named existing Box metadata template on the referenced file.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email, a referenced file, and a Box template that already exists.
Questions about this workflow
Does this create the metadata template?
No. The Box template must already exist, and its accepted fields should be known before setting up this workflow.
What if the email does not identify a file?
The action needs a specific Box file. Include its link or ID in the email or instruct Notis to skip incomplete requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Box. A trigger fires from one place; an action lands in another.
Agent mail 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 to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New Email Received
Trigger for new emails in an AgentMail inbox
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds 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.
Agent mail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.