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Retrieve Deadline Funnel Account Context for New Box Assignments

Give new task owners helpful campaign operations context without adding another manual lookup to the handoff.

Trigger

New Task Assignment Added

Triggers when a new assignment is added to a task in Box. This trigger monitors a specific Box task and fires when new assignments 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 new assignment can create an immediate handoff, and account context is easy to leave out when work is moving quickly.

  • Retrieves account context when a new Box task assignment is added.
  • Includes the identifier in the run report for handoff.
  • Helps new task owners get operational context sooner.

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 assignment is added to this Box task, retrieve the Deadline Funnel account ID and include it in the run report.
  • 3Pick the New Task Assignment Added trigger for the task.
  • 4Choose where run reports should go, then test with one real assignment.

Questions about this workflow

Does this assign work in Deadline Funnel?

No. It retrieves the account ID and reports it. It does not create or assign campaign work.

Can it start a deadline for the assignee?

Not from the assignee alone. Starting an individual deadline requires a campaign token and subscriber email.

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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