Check forms when a reference document changes
Updated procedures can leave related forms out of date. Have Notis retrieve the Connecteam form definitions and summarize what may warrant your 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
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
When a policy or procedure changes, related forms can be overlooked because their definitions live in another system.
- Bring the forms inventory into the context of a changed reference file.
- Surface forms that appear relevant for human review.
- Keep the review in a run report without claiming forms were changed.
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 Connecteam forms and identify definitions that may warrant review based on the updated file details.
- 4Pick the Box New File Version Uploaded trigger and choose where run reports should go.
- 5Test with one real updated file and review the result.
Questions about this workflow
Will this update Connecteam forms?
No. The available action retrieves form definitions. Review the report and make any needed changes in Connecteam yourself.
Can Notis know which form matches a document?
It can compare the returned definitions with the file details. If the form purpose or matching criteria are missing from the data, include that context in your instruction.
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
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Webhook trigger
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Collaboration Details Changed
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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.
Comment Changed
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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.
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.
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.
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.
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.
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.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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.
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.
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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