Close the AgencyZoom task after Box work is approved
When a Box task reaches your chosen final state, Notis can close the related AgencyZoom task and reduce stale work.
Trigger
Task State Changed
Triggers when a task's status or details change in Box. This trigger monitors a specific Box task and fires when changes are detected in key fields like status, due date, message, or completion state.
Action
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Why this helps
Approval happens in Box, but the related AgencyZoom task can stay open and clutter the next steps.
- Close follow-up tasks at the agreed completion point.
- Reduce stale work in AgencyZoom.
- Apply an explicit status rule to the Box task.
Setup
Build it in a few focused steps.
- 1Connect Box and AgencyZoom once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Describe which Box task state means complete and include the AgencyZoom task ID or lookup rule.
- 4Select Task State Changed for the specific Box task and set a report channel.
- 5Test with one real task state change and verify the AgencyZoom task.
Questions about this workflow
What task changes are detected?
The trigger can detect changes in task status, due date, message, or completion state.
Will it delete the AgencyZoom task?
No. It marks an existing accessible task as completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Agencyzoom. A trigger fires from one place; an action lands in another.
Box triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
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.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
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.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
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.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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 a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
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 a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Box and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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