Make invoice documents easier to share
Have Notis check Agiled on a schedule and create a Box shared link when an invoice record references a document.
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 matching invoice document and preparing a share link can add repetitive steps to billing follow-up.
- Reduce manual document lookup for invoice follow-up
- Create a share link for a referenced Box file
- Use an existing schedule to review invoice records
Setup
Build it in a few focused steps.
- 1Connect Agiled and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Agiled invoice records and create a Box shared link for each invoice that includes a Box file reference.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice record and confirm the link in Box.
Questions about this workflow
Will this find invoice files that are not referenced in Agiled?
No. Notis needs a Box file reference or enough information in the Agiled record to identify the document.
Can I control when records are checked?
Yes. Choose a recurring schedule when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Box. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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