Turn important Box file updates into timely announcements
When a key document changes, give your team or customers a timely update through a Customer.io broadcast you have approved.
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
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
After updating a document, remembering who needs to hear about it can become another task to track.
- Reduce manual follow-up after a document is revised.
- Use a specific approved broadcast and audience.
- Keep the update tied to the Box file version event.
Setup
Build it in a few focused steps.
- 1Connect Box and Customer.io once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it.
- 3In one instruction, describe the approved broadcast, audience, and details to include from the new version.
- 4Pick Box's New File Version Uploaded trigger and a report channel; test with one real file version.
Questions about this workflow
Does this send an email to everyone who can access the Box file?
No. Specify the Customer.io broadcast and intended audience in your instruction. The Box event does not establish who should receive the email.
Can it include a summary of the file changes?
Only if the event or connected app returns enough information to support one. Specify what details to include, and test with a real version event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Customerio. A trigger fires from one place; an action lands in another.
Box triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
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.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
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 Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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 Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
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 Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
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 Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
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 Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Box and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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