Create Apollo follow-up tasks from Box comments
A comment asking for a sales follow-up can become a task in Apollo, with Notis checking the available contact context first.
Trigger
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.
Action
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Why this helps
Action requests buried in document comments are easy to miss when follow-up lives in a separate sales tool.
- Make actionable document comments easier to track.
- Reduce missed follow-up buried in collaboration.
- Use existing Apollo contact records when creating tasks.
Setup
Build it in a few focused steps.
- 1Connect Box and Apollo once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to identify comments that request sales follow-up and create an Apollo task for a matching contact.
- 4Choose the Box New File Comment Added trigger and select where run reports go.
- 5Test with one real comment that clearly identifies a contact and follow-up.
Questions about this workflow
Will every comment create a task?
Instruct Notis to create a task only when the comment requests a concrete sales follow-up.
What details are needed for an Apollo task?
Apollo creates a task for each contact id and assigns it to a user id. These must be valid identifiers available to the automation.
Can repeated comments create duplicate tasks?
Yes. Repeated calls create distinct tasks, so direct Notis to check for an existing task when possible and review reports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Apollo. A trigger fires from one place; an action lands in another.
Box triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
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.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
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.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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 an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
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.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
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 Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
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 Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Box and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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