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Add Deadline Funnel Account Context to New Folder Collaborations

Make it easier to prepare campaign operations when a new collaborator joins a Box folder.

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

Get Account ID

Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.

Why this helps

A newly shared launch folder can create follow-up work, and account identifiers can add another manual lookup.

  • Retrieves the Deadline Funnel account ID when a folder collaboration is created.
  • Keeps operational account context in the run report.
  • Supports a smoother handoff for launch folder collaborators.

Setup

Build it in a few focused steps.

  • 1Connect Box and Deadline Funnel once in the Notis portal.
  • 2Create an automation and describe: when a new collaboration is created on this Box folder, retrieve the Deadline Funnel account ID and include it in the run report.
  • 3Pick the New Folder Collaboration Created trigger for the folder.
  • 4Choose where run reports should go, then test with one real collaboration.

Questions about this workflow

Does this retrieve the new collaborator's email?

The action retrieves the Deadline Funnel account ID. The workflow does not promise to retrieve or use collaborator contact details.

Does it add the collaborator to a campaign?

No. It reports account context only; it does not modify campaigns or subscriber deadlines.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Deadline funnel. A trigger fires from one place; an action lands in another.

Box triggers

Deadline funnel actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Email Link Redirect

Tool to redirect an email link to the correct before- or after-deadline URL for a subscriber. Use when processing clicks on Deadline Funnel email links. Returns the final destination URL after redirects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate Sales Tracking Webhook URL

Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.

ActionInstant

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.

TriggerPolling

Get Account ID

Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.

ActionInstant

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.

TriggerPolling

List Campaigns

Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.

ActionInstant

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.

TriggerPolling

Start Deadline via Custom Webhook

Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')

ActionInstant

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.

TriggerPolling

Track Sale Webhook

Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.

ActionInstant

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.

TriggerPolling

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.

TriggerPolling

Connect any two apps with Notis in the middle.

Box and Deadline funnel, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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