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Notis

Give pending Box invites a follow-up task

Important collaboration invites can sit pending. Ask Notis to create a Bugherd task when an invite needs a tracked next step.

Trigger

New Pending Collaboration Invite

Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.

Action

Create Task

Tool to add a new task in a project. use when you have the project id and full task details ready.

Why this helps

A pending invite blocks collaboration, but nobody has a visible reminder to follow up.

  • Give selected pending invites an ownerable follow-up
  • Reduce missed access requests
  • Keep blockers visible in the team's work queue

Setup

Build it in a few focused steps.

  • 1Connect Box and Bugherd once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3Tell Notis which pending invites need follow-up and what available details to include in the Bugherd task.
  • 4Choose the Box New Pending Collaboration Invite trigger and select a run report destination.
  • 5Test with one real pending invite and inspect the created task.

Questions about this workflow

Will Notis send or accept the invitation?

No. The workflow creates a Bugherd task to track follow-up.

Can every invite create a task?

Your instruction should identify which invites need follow-up to avoid unnecessary tasks.

What if the project is unclear?

Specify the Bugherd project or a reliable selection rule. Task creation requires a project id.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Box triggers

Bugherd actions

Recurring trigger

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

TriggerScheduled

Add Guest to Project

Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Member to Project

Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.

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

Create Attachment

Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.

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

Create Column

Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.

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

Create Comment

Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.

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

Create Project

Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."

ActionInstant

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

Create Task

Tool to add a new task in a project. use when you have the project id and full task details ready.

ActionInstant

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

Create Webhook

Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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