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Notis

Create a Box archive copy at project closeout

Send Notis the Agiled closeout details and make a separate Box copy of the project folder for archiving.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Copy folder

Copies a folder into a destination folder.

Why this helps

Closeout often involves preserving project files, but manually copying the folder adds another step to remember.

  • Create a separate folder copy for archive handling
  • Keep the source project folder intact
  • Tie closeout work to explicit Agiled details

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 copy the Box folder and destination identified in each incoming Agiled closeout request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real closeout event and confirm the copy in Box.

Questions about this workflow

Does this move or delete the original project folder?

No. The Box action copies the folder and leaves the original unchanged.

What should the closeout request include?

Include the Box folder to copy, the destination folder, and project context for the archive copy.

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.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

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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