Keep intake details with the Box folder
When an intake request names a Box folder and supplies details that match its existing metadata template, Notis can record them there.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create metadata instance on folder
Applies an instance of a metadata template to a folder. 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. to display the metadata template in the box web app the enterprise needs to be configured to enable **cascading folder level metadata** for the user in the admin console.
Why this helps
Folder intake context can be separated from the Box workspace where the work happens.
- Keep intake context with the relevant Box folder.
- Reduce manual re-entry of request details.
- Make folder setup easier to review.
Setup
Build it in a few focused steps.
- 1Connect Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for folder intake metadata.
- 3Tell Notis to apply the supplied details to the named existing metadata template on the referenced Box folder.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real HTTP request naming a folder and providing valid template details.
Questions about this workflow
Does the folder need a metadata template?
Yes. The template must already exist and accept the supplied fields.
Can the webhook request create a new folder?
No. This action adds metadata to an existing folder, so the request must reference one already in Box.
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
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