Give new Box folder collaborators Callingly activity context
When someone gets access to a shared sales folder, give them a concise view of Callingly call activity for the period you choose.
Trigger
New Folder Collaboration Created
Triggers when a new collaboration is created on a specific folder in Box. This trigger monitors a specific Box folder and fires when new collaborations are detected.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
A new collaborator can receive access to sales materials without the recent activity context needed to pick up the work.
- Add recent call activity to a folder access handoff.
- Make the reporting period explicit in the automation prompt.
- Help collaborators get context without a separate manual request.
Setup
Build it in a few focused steps.
- 1Connect Box and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to list Callingly calls for the handoff period when a new Box folder collaboration is created and summarize the returned records.
- 4Pick the Box New Folder Collaboration Created trigger and choose where run reports should go.
- 5Test with one real collaboration and a specified call period.
Questions about this workflow
Does this send the report to the new collaborator?
Not by itself. Choose a report channel in setup and state in your instruction how the report should be used. Do not assume the trigger provides a collaborator delivery address.
Can the report identify calls for that collaborator?
Only if Callingly returns relevant identifiers or your prompt supplies criteria. Otherwise, it summarizes the requested call list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Callingly. A trigger fires from one place; an action lands in another.
Box triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
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.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Comment Changed
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Create Client
Tool to create a new client. use when adding a new client to your callingly account.
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.
Create Team
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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.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
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.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
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.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Box and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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