Close out temporary group access when a Box task is approved
When an approval completes a temporary coordination phase, clean up the related group membership with one clear rule.
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
Delete group member
Tool to delete a group member by ID. Use when you need to remove a contact from a specific group in ActiveTrail.
Why this helps
Temporary audience memberships often linger after task approvals because closing the work and cleaning up the group are separate tasks.
- Tie a temporary group cleanup to a clear approval state.
- Reduce manual cleanup reminders after task completion.
- Keep uncertain membership relationships visible in the report.
Setup
Build it in a few focused steps.
- 1Connect Box and ActiveTrail once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, in any channel or under Automations, New Automation.
- 3In one instruction, identify the approved assignment state, assignee, and temporary ActiveTrail group that should lose the member.
- 4Pick the Box Task Assignment State Changed trigger, then choose where run reports go.
- 5Test with one real approved assignment and verify the group member removal.
Questions about this workflow
Will this delete the contact from ActiveTrail?
No. The action deletes group membership by member ID. It does not delete the contact from the account.
Can it remove someone from any group they belong to?
Your instruction must identify the relevant group and member. Keep the cleanup limited to the temporary audience relationship you intend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to ActiveTrail. A trigger fires from one place; an action lands in another.
Box triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
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.
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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.
Create Contact
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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.
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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.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
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.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Box and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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