Bring Bolna agent details into a Box file task review
When a Box file gets a new task, have Notis retrieve the specified Bolna agent and report its current details alongside the event.
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
Retrieve agent by id
Retrieve an agent
Why this helps
Reviewing voice agent work alongside document tasks can require jumping between Box and Bolna and recalling which agent is relevant.
- Bring the selected agent's current details into a task-triggered review.
- Reduce app switching during operational checks.
- Make it easier to spot agent information relevant to a Box file task.
Setup
Build it in a few focused steps.
- 1Connect Box and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which Bolna agent to retrieve when a new task is created on the selected Box file, and ask it to summarize the returned agent details in the run report.
- 4Pick the Box New Task Created on File trigger for the relevant file and choose where run reports should go.
- 5Test with one real Box file task and confirm the report includes the retrieved agent information.
Questions about this workflow
Does this workflow change the Bolna agent?
No. It retrieves the specified agent's details for review; the listed action does not update the agent.
How does Notis know which agent to retrieve?
Name the Bolna agent or provide its id in your instruction. The Box task event does not identify a Bolna agent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bolna. A trigger fires from one place; an action lands in another.
Box triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
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.
Fetch all batches by agent id
List all batches for agent
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 all agents
List all agents
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 all phone numbers
List all phone numbers for your account
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.
Get execution by id
Retrieve specific execution by `execution id`
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.
Make a phone call from agent
Initiate calls
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.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Box and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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