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Notis

Connect new Box items with job context

A new folder item may relate to active work. Notis can retrieve Connecteam jobs and summarize likely context for you to verify.

Trigger

New Item Added to Folder

Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.

Action

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

Why this helps

Important job details and supporting documents can arrive in different tools, leaving founders to make the connection manually.

  • Bring Connecteam job information into a new document or folder event.
  • Get a focused summary to help decide whether follow-up is needed.
  • Avoid implying an assignment was changed when the action only retrieves jobs.

Setup

Build it in a few focused steps.

  • 1Connect Box and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to retrieve relevant Connecteam jobs and compare them with the new Box item details.
  • 4Pick the Box New Item Added to Folder trigger and choose where run reports should go.
  • 5Test with one real folder item and review the result.

Questions about this workflow

Does the workflow assign staff to a job?

No. The available Connecteam action retrieves jobs. The report can help you decide what to do next.

What if the Connecteam instance is not identified?

The jobs action requires the relevant instance id. Provide that context in your instruction or account setup as needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Connecteam. A trigger fires from one place; an action lands in another.

Box triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

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.

TriggerPolling

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

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.

TriggerPolling

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

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.

TriggerPolling

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

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.

TriggerPolling

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

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.

TriggerPolling

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

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.

TriggerPolling

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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