Add financial context to incoming prospects
Pair prospect website research with available financial data as soon as a file reaches your Box intake folder.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
Why this helps
Financial research often becomes a separate step that delays prospect review.
- Retrieve available financial information for confirmed prospect domains.
- Keep the lookup tied to your Box prospect intake.
- Flag domains outside the action's stated US and UK registration scope.
Setup
Build it in a few focused steps.
- 1Connect Box and BuiltWith once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to confirm domains in each new prospect file and retrieve BuiltWith Financial API data for eligible US or UK registered websites.
- 4Pick Box's New File Added to Folder trigger and choose the prospect intake folder.
- 5Choose a report channel, then test with one real file for an eligible website.
Questions about this workflow
Which websites is this financial lookup for?
The action is described for US or UK registered websites. Ask Notis to flag other domains rather than implying the lookup supports them.
Does a missing financial result mean the company has no financial data?
Not necessarily. Treat unavailable results as a lookup outcome and verify through another source if the decision depends on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Builtwith. A trigger fires from one place; an action lands in another.
Box triggers
Builtwith actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Domain List File
Tool to create a txt or zip file from a list of domains. use when preparing a domain list for bulk or firehose lookups.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Datasets Lookup
Tool to access mass internet technology usage information from 2000 to today. use when you need historical technology usage trends for a domain.
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.
Domain API Lookup
Tool to retrieve current and historical technology information of a website. use after confirming the domain to lookup.
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.
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
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.
Free API Lookup
Tool to access last updated dates and counts for technology groups and categories for websites. use when you need a snapshot of technology usage timing for a domain.
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.
Lists API Get List With Meta
Tool to retrieve a list of websites using a specified technology, including metadata. use when you need detailed company and site information for sites using a particular technology.
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.
Lists API Get List
Tool to retrieve a list of websites using a specific technology. use when you want to find sites leveraging a particular tech.
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.
MCP API Lookup
Tool to query live web technologies for a root domain. use after confirming a valid domain name.
Connect any two apps with Notis in the middle.
Box and Builtwith, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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