Make collaborator welcome follow-up easier
A new collaboration can be a useful cue for a welcome update, when you have specified who should receive it.
Trigger
New Folder Collaboration Created
Triggers when a new collaboration is created on a specific folder in Box. This trigger monitors a specific Box folder and fires when new collaborations 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
New collaborators can be added without a timely welcome or the context they need to get started.
- Use a collaboration event to prompt welcome follow-up.
- Specify the welcome audience and approved broadcast.
- Reduce the need to notice and handle each collaboration manually.
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.
- 3Tell Notis which new collaborations merit a broadcast, the approved broadcast to use, and the intended recipients.
- 4Pick Box's New Folder Collaboration Created trigger and a report channel; test with one real collaboration.
Questions about this workflow
Will this email the new collaborator automatically?
Only if your instruction specifies the intended Customer.io audience and the available action supports it. The listed action triggers a broadcast and does not itself add a recipient.
Can I use this for every folder?
The Box trigger monitors a specific folder. Choose the relevant trigger in Notis and test with a real collaboration.
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
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
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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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