Bring Callingly lead details into Box file task follow-up
A new task on a file can signal that someone needs to follow up. Notis can look up the relevant Callingly lead and report the details alongside the task context.
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
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
File tasks can create follow-up work without the lead details needed to act confidently.
- Retrieve existing lead details for task follow-up.
- Avoid a separate manual lead search when the file has identifying context.
- Surface when the task does not provide enough information to locate a lead.
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 use new Box file task context to retrieve a matching Callingly lead when the available details are sufficient, and report when they are not.
- 4Pick the Box New Task Created on File trigger and choose where run reports should go.
- 5Test with one real task on a file that contains identifying lead details.
Questions about this workflow
Will this create a lead if no match exists?
No. The selected action retrieves a lead by its id. Creating a new lead is not among the allowed Callingly actions.
What if the task has no lead identifier?
Have Notis report that it needs an identifier or other usable matching details before it can retrieve a lead.
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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