Turn a Box Prospect Task into a Lead Search
Put prospecting criteria in a file task and have Notis start the matching Bettercontact search.
Trigger
New Task Created on File
Triggers when a new task is created on a Box file. This trigger monitors a specific Box file and fires when new tasks 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 instructions attached to a file can be overlooked while someone recreates the criteria elsewhere.
- Start a Lead Finder search from a task-based research request.
- Use criteria that are stated in the task or supplied instruction.
- Keep the work tied to the source Box file.
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 tasks on the file and create a Lead Finder search using supplied company and people criteria.
- 4Pick Box's New Task Created on File trigger for the relevant file and choose where run reports should go.
- 5Test with one real task and confirm the search reflects its stated criteria.
Questions about this workflow
Does creating a task automatically provide search criteria?
The event detects a new task on a file. The task text or automation instruction needs to supply relevant criteria such as job titles, seniority, industry, or company size.
Can the search return contact information?
The Lead Finder results action can retrieve results from a submitted search, but this workflow only creates the search.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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