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Turn a Box Research Brief into a Lead Search

Add a research brief to Box and ask Notis to start a matching Bettercontact Lead Finder search.

Trigger

New Item Added to Folder

Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.

Action

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

Why this helps

Prospecting criteria can sit unread in a document while the founder still has to build a search by hand.

  • Convert written company and people criteria into a Lead Finder search.
  • Keep the brief and the resulting run report in a familiar workflow.
  • Avoid rebuilding search criteria manually in Bettercontact.

Setup

Build it in a few focused steps.

  • 1Connect Box and Bettercontact once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, tell Notis to read new research briefs and create a Lead Finder search using the company and people criteria they contain.
  • 4Pick Box's New Item Added to Folder trigger and choose where run reports should go.
  • 5Test with one real brief and confirm the search uses criteria stated in that brief.

Questions about this workflow

What criteria can the brief describe?

The Bettercontact Lead Finder action supports criteria such as job titles, departments, seniority, company size, industry, and technology stack. Include the criteria you want used in the brief.

Will this trigger run for any new item?

Yes. New Item Added to Folder can detect a file, folder, or web link. Tell Notis to act only when the new item is a relevant research brief.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Bettercontact. A trigger fires from one place; an action lands in another.

Box triggers

Bettercontact actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

ActionInstant

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.

TriggerPolling

Enrich Leads

Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.

ActionInstant

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.

TriggerPolling

Get Enrichment Results

Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.

ActionInstant

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.

TriggerPolling

Get Lead Finder Results

Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.

ActionInstant

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.

TriggerPolling

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.

TriggerPolling

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.

TriggerPolling

Connect any two apps with Notis in the middle.

Box and Bettercontact, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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