Create Callingly call records from new Box lead files
Keep new lead files moving toward follow-up. Notis reviews each file added to your Box intake folder and creates a Callingly call record when the details support it.
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
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Lead details arrive in files, then sit in Box while someone has to remember to transfer them into the calling workflow.
- Reduce manual copying from intake documents into Callingly.
- Avoid creating a call record when the file lacks usable lead details.
- Keep intake and follow-up work connected.
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 review new files for lead details and create a Callingly outbound call record only when the available information is sufficient.
- 4Pick the Box New File Added to Folder trigger and select where run reports should go.
- 5Test with one real lead intake file.
Questions about this workflow
Does this place a call automatically?
The selected Callingly action creates an outbound call record. It does not establish that a call is placed.
What if the file does not contain enough lead information?
Instruct Notis to skip creating a record and report which details are missing.
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.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
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
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.
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
Tool to create a new team. use when setting up a team configuration before adding agents.
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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