Review Callingly call history after a Box file update
When a planning or campaign file changes, get a timely view of related Callingly call activity to support your next review.
Trigger
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.
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
Updated sales materials or plans can prompt a review, but checking recent call activity often gets left for later.
- Bring call activity into a document update review.
- Summarize the call records returned for the requested period.
- Reduce the chance a review happens without current activity context.
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 review period when the monitored file gets a new version and summarize the returned records.
- 4Pick the Box New File Version Uploaded trigger and choose where run reports should go.
- 5Test with one real file version update and a defined review period.
Questions about this workflow
Can Notis know which calls are related to the file?
Only if the returned Callingly data or your instruction provides a way to identify relevant calls. Otherwise, the report should describe the requested call list without claiming a direct relationship.
Does this compare activity with a prior baseline?
Only when the prior period or baseline is provided or available from the app data. Otherwise, it can summarize the returned records.
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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