Standardize review steps for new Box files
Give incoming files the same clear review steps, so nobody has to remember the process from scratch.
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 checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Why this helps
File reviews often rely on someone remembering every check each time new material arrives.
- Attach repeatable review steps to ClickUp work.
- Keep checklists consistent across incoming files.
- Reduce the mental load of remembering each review step.
Setup
Build it in a few focused steps.
- 1Connect Box and ClickUp once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the review checklist you want created for a new Box file, and how Notis should identify the existing ClickUp task to add it to.
- 4Pick the Box New File Added to Folder trigger and choose where run reports go.
- 5Test with one real file and an existing ClickUp task.
Questions about this workflow
Does this action create the ClickUp task too?
This action creates a checklist inside an existing task. If you need a task created first, set up a separate workflow using ClickUp Create a Task.
Can the checklist steps vary by file?
You can ask Notis to tailor the checklist using available event details. Include required review rules in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Clickup. A trigger fires from one place; an action lands in another.
Box triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
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.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
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.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
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.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
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.
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
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.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
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.
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Box and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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