Pair new deal room files with company context
A new file can restart a thread of research. Get the likely company's Affinity basics in the same run report.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Get a single company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
Files arrive without the company context you need to decide what to review next.
- Bring the related company record into the file notification.
- Reduce manual searching across a deal room and CRM.
- Surface ambiguity when file and company names do not align.
Setup
Build it in a few focused steps.
- 1Connect Box and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the deal room.
- 3Tell Notis to use the new file name and folder context to identify a likely Affinity company and retrieve its basic details; specify how to handle ambiguous matches.
- 4Choose New File Added to Folder for the deal room folder and select a report channel.
- 5Test with one real file and check that the company match is sensible.
Questions about this workflow
Will the company action include custom fields?
Only when the request specifies available field ids or types and your Affinity permissions allow access. Otherwise, it returns basic company information.
Can it create or update a company?
No. The listed Affinity action retrieves a single company record; it does not create or update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Affinity. A trigger fires from one place; an action lands in another.
Box triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
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.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
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.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
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.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
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.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
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.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
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.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Box and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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