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Notis

Move approved Box work into the next contact step

When a review is approved, let the related contact move into the next existing ActiveCampaign sequence.

Trigger

Task Assignment State Changed

Triggers when a task assignment's state changes. This trigger monitors task assignments for a specific task and detects when the resolution_state changes (e.g., from incomplete to completed, or from completed to approved/rejected).

Action

Add Contact to Automation

This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.

Why this helps

Approved work can sit idle when the next customer communication depends on someone remembering to start it.

  • Connect an approval signal to a defined contact process.
  • Reduce delay between review and customer communication.
  • Keep repeatable next steps moving.

Setup

Build it in a few focused steps.

  • 1Connect Box and ActiveCampaign once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation.
  • 3Tell Notis to add the related existing contact to a named ActiveCampaign automation only when the assignment state indicates approval, and provide the contact email.
  • 4Pick the Box Task Assignment State Changed trigger and choose where run reports go.
  • 5Test with one real approved assignment, a contact email, and an existing automation.

Questions about this workflow

Does this trigger only when an assignment is approved?

It detects state changes such as completed, approved, or rejected. Instruct Notis to continue only for the approval state.

Does the contact need to exist already?

Yes. Add Contact to Automation requires an existing ActiveCampaign contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Active campaign. A trigger fires from one place; an action lands in another.

Box triggers

Active campaign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add contact note

Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Contact to Automation

This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Add Secondary Contact to Deal

This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Create Account

This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

Create contact

Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

Create contact task

Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

Create Deal Pipeline

Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'

ActionInstant

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Create Deal Task Type

This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Active campaign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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