Keep Box file tasks connected to research
A new task on a Box file can create a Dovetail follow-up record, helping your team keep commitments in view.
Trigger
New Task Created on File
Triggers when a new task is created on a Box file. This trigger monitors a specific Box file and fires when new tasks are detected.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
File-based tasks can become disconnected from the research findings or project they support.
- Connect file tasks with research context
- Make new follow-up items easier to find
- Reduce the chance that file-level tasks are missed
Setup
Build it in a few focused steps.
- 1Connect Box and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe what details from a new Box file task should be recorded as a Dovetail data point.
- 4Pick the Box New Task Created on File trigger and choose where run reports go.
- 5Test with one real task and review the resulting follow-up record.
Questions about this workflow
Can it monitor tasks across a folder?
The listed event monitors a specific Box file for new tasks.
Will it close the task when recorded?
No. The workflow creates a Dovetail record and does not change task status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dovetail. A trigger fires from one place; an action lands in another.
Box triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
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.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
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.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
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.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
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 Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Box and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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