Flag Box access changes on Dynamics opportunities
A changed collaborator role or status can affect a deal handoff. Make that change visible on its Dynamics opportunity.
Trigger
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.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Changes to who can access deal documents may go unnoticed until a sales handoff breaks down.
- Surface access changes that affect sales follow-up
- Keep deal context available in Dynamics
- Reduce manual checking of collaboration details
Setup
Build it in a few focused steps.
- 1Connect Box and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review meaningful collaboration changes and update the related Dynamics opportunity with a concise note when deal access or ownership follow-up is needed.
- 4Pick Collaboration Details Changed in Box as the trigger and choose where run reports should go.
- 5Test with one real collaboration change and review the opportunity note.
Questions about this workflow
Will every collaboration change update an opportunity?
Your instruction can limit updates to changes that require sales follow-up, such as a relevant role or status change.
How does Notis know which opportunity is related?
Ask Notis to use available Box and Dynamics context to match records, and report changes for review when it cannot find a confident match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dynamics365. A trigger fires from one place; an action lands in another.
Box triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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 Contact
Creates a new contact entity record in dynamics crm using the web api.
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 Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Box and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.