Bring Beaconstac user details into a Box task handoff
When a new Box task assignment involves campaign work, have Notis retrieve the related Beaconstac profile so the team can see who is already set up.
Trigger
New Task Assignment Added
Triggers when a new assignment is added to a task in Box. This trigger monitors a specific Box task and fires when new assignments are detected.
Action
Retrieve User
Tool to retrieve the details of an existing user by id. use when you need to fetch a user's profile after confirming its existence.
Why this helps
A task owner may need campaign access, but the team has to leave Box and search Beaconstac to check their profile.
- Reduce dashboard switching when onboarding a task owner to campaign work.
- Make available Beaconstac profile details easy to review alongside the assignment.
- Surface missing identity or user identifiers in a run report.
Setup
Build it in a few focused steps.
- 1Connect Box and Beaconstac once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign task handoffs.
- 3Tell Notis in one instruction how to identify the assigned person and retrieve their Beaconstac user profile when a reliable user id is available.
- 4Pick the Box New Task Assignment Added trigger and choose where run reports should go.
- 5Test with one real assignment and a Beaconstac user whose identity can be matched.
Questions about this workflow
Does this create Beaconstac access for the assignee?
No. The workflow retrieves an existing user profile. It does not create or change user access.
Can it look up a user by email?
The listed retrieve action is defined by user id. If a user id is not available from connected data, the workflow should report that missing information for follow-up.
What if the Box assignee is not in Beaconstac?
The run can report that no reliable profile match was found. Adding a user would require a separate action and an administrator's direction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Beaconstac. A trigger fires from one place; an action lands in another.
Box triggers
Beaconstac actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Place
Tool to create a new place for location-based assets. use when you need to register a new physical place under an organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create QR Template
Tool to create a new qr code template. use when you need reusable design presets for qr codes.
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 Tag
Tool to create a new tag for organizing qr codes and other objects. use when you need to categorize qr codes under a specific organization.
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.
Create User
Tool to create a new user. use when onboarding a new user under your organization (reseller plan and above).
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.
Delete QR Code
Tool to delete a qr code by its id. use when you need to remove an existing qr code after validation.
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.
Delete QR Code Template
Tool to delete a qr code template by its id. use when you need to permanently remove a qr code template that is no longer 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.
Delete Tag
Tool to delete a tag by its id. use when you need to remove an existing tag after validation.
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.
List Bulk QR Code Collections
Tool to list bulk qr code collections. use when you need to filter, search, or order your bulk qr code collections.
Connect any two apps with Notis in the middle.
Box and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beaconstac.