Get roster context when new team documents arrive
A new team document can call for follow-up. Have Notis check the Connecteam user list and summarize the relevant staff alongside the Box file details.
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
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
A founder may need to cross-reference a new policy or onboarding document with staff records, then remember to follow up with the right people.
- See the current Connecteam user list in the context of a new Box file.
- Reduce manual switching between document and staff records.
- Get a concise run report to review and act on.
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 review the new file details and summarize the Connecteam user list for its intended audience.
- 4Pick the Box New File Added to Folder trigger and choose where run reports should go.
- 5Test with one real file and review the result.
Questions about this workflow
Does this automation add or notify users?
No. The available Connecteam action retrieves users. The automation can summarize the results in its run report for you to review.
Can it decide which users should receive a document?
It can analyze the returned user data and document details, but any audience criteria not present in those details must be supplied 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
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
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.
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
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.
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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