Know which Docupilot account your automation is using
A scheduled account check can make connection reviews easier to remember and quicker to complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
When several workspaces or accounts are in use, it can be easy to lose track of which identity an automation uses.
- See the authenticated Docupilot user in a recurring run report.
- Make connection reviews part of a predictable routine.
- Spot account changes sooner by reviewing the returned identity.
Setup
Build it in a few focused steps.
- 1Connect Docupilot once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve and report the authenticated user details.
- 3Choose a recurring schedule as the trigger.
- 4Select where run reports should go.
- 5Test the automation once and confirm the reported account.
Questions about this workflow
Does this change the connected Docupilot account?
No. The action retrieves authenticated user information; it does not change account settings.
Can I choose how often it runs?
Yes. Choose a recurring schedule when selecting the trigger in the automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docupilot. A trigger fires from one place; an action lands in another.
Box triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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 Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Box and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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