Keep pending Box invites from being forgotten
A new pending invite can prompt a timely update to the audience you choose, based on your stated follow-up needs.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites 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
Pending invites can go unnoticed when follow-up depends on remembering to check another app.
- Make a new pending invite visible through a defined communication flow.
- Specify the purpose and audience for the broadcast.
- Reduce manual checking of pending collaborations.
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 pending invite follow-up, intended audience, and approved broadcast to use.
- 4Pick Box's New Pending Collaboration Invite trigger and a report channel; test with one real invite.
Questions about this workflow
Can this automatically remind the invited person?
Specify the intended Customer.io audience and broadcast. The listed action does not itself add the invitee as a recipient.
Can it include how long the invite has been pending?
The trigger reports a new pending invite, not its future age or a baseline. Supply any timing information you need.
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.
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Webhook trigger
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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
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Comment Changed
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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
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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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