Keep lead history current as documents are revised
A new Box version appears. Notis can record the revision in the related AgencyZoom lead note for easier follow-up.
Trigger
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.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
When a document is revised, the latest version may go unnoticed by the people managing the lead.
- Make document revisions visible in the lead history.
- Record the version event without manual note taking.
- Help follow-up owners notice when supporting material changes.
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 give it a name.
- 3Tell Notis what revision details to record and how to identify the AgencyZoom lead.
- 4Choose New File Version Uploaded for the Box file and choose a report channel.
- 5Test with one real version upload and review the lead note.
Questions about this workflow
Does this tell me what changed inside the document?
The event detects a new version upload. Include a comparison instruction only if the document contents are available to Notis; otherwise the note can record the version event and file details.
Can this watch an entire folder?
This event monitors a specific Box file. Use the file trigger for the document you want to track.
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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