Make proposal sharing part of your deal routine
Create a link to the right file at the moment your team is preparing to share it.
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
A proposal is ready, but locating it and preparing a share link adds one more interruption before outreach.
- Reduce the steps before sharing a proposal.
- Keep deal context alongside the file-sharing routine.
- Make recurring proposal preparation more consistent.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a shared link for the specified Box proposal using the deal context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real proposal and review the link's accessibility settings.
Questions about this workflow
Does the schedule know which deals changed in Agile CRM?
No Agile CRM trigger events are listed. Supply the relevant deal and proposal details in the prompt or webhook input.
Can the workflow set link access?
Specify the desired access in your instruction and confirm the resulting link settings in Box during the test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Box. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.