Keep a milestone copy of project documents
Send a milestone event to Notis and copy the relevant Box file into the destination folder for that project stage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Creates a copy of a file.
Why this helps
Milestone handoffs can require a separate document copy that is easy to miss or place in the wrong folder.
- Create a milestone copy of a referenced file
- Keep stage handoffs organized in the supplied destination folder
- Reduce manual file duplication
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 file and destination folder identified in each incoming Agiled milestone request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone event and verify the copy in Box.
Questions about this workflow
Does the copy replace the original file?
No. The Box action creates a copy and leaves the original unchanged.
What information must the request provide?
Provide the Box file to copy, the destination folder, and any naming context needed for the 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.
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
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.