Carry retention instructions into Box
Turn a clearly stated retention request into a Box policy assignment for the identified item.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign retention policy
Applies a retention policy to content.
Why this helps
Retention instructions can be easy to miss when the record and the document system are separate.
- Apply a stated retention policy to its target.
- Keep policy assignment connected to its source context.
- Reduce manual transfer of retention instructions.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Box once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Instruct Notis to assign the specified existing Box retention policy to the target in each submitted record when explicitly requested.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one approved example and confirm the assignment.
Questions about this workflow
Does this create a retention policy?
No. The action assigns a policy that must already exist.
What information should a request include?
Include the policy and target item details needed for the assignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Box. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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