Save identifiable Box invitees as CRM contacts
Keep a clear record of new collaborators without copying invite details by hand.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Why this helps
New external collaborators can become important contacts, but their invite details may never make it into the CRM.
- Capture identifiable collaborators in one place
- Avoid retyping invite details
- Make external relationships easier to follow up on
Setup
Build it in a few focused steps.
- 1Connect Box and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3In one instruction, ask Notis to create a CentralstationCRM person for each new pending collaboration invite only when the invite supplies a clear identity, and to report incomplete details.
- 4Pick the Box New Pending Collaboration Invite trigger and select a report channel.
- 5Test with one real invite and inspect the person record.
Questions about this workflow
Can this create contacts for every pending invite?
It can process new pending invites. Ask Notis to create a person only when the invitation includes enough clear identity information.
Will it know whether an invitee is already in the CRM?
The listed CentralstationCRM actions include search tools. Instruct Notis to search for the person before creating one, and to avoid duplicates when a match is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Centralstationcrm. A trigger fires from one place; an action lands in another.
Box triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
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 Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
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 Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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 Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
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 Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
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.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
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.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Box and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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