Record Box deal link changes on opportunities
If a deal document's sharing settings change, make the relevant follow-up visible on its Dynamics opportunity.
Trigger
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.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A change to a shared deal document link can disrupt review or access without updating the sales team.
- Bring important document access changes to the sales team's attention
- Keep deal follow-up context with the opportunity
- Avoid manual monitoring of shared link settings
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 shared link changes on deal files and update a confidently matched Dynamics opportunity when the change needs sales follow-up.
- 4Pick File Shared Link Changed in Box as the trigger and choose where run reports should go.
- 5Test with one real link change and review the opportunity update.
Questions about this workflow
Does every shared link change need a CRM update?
No. Your instruction can focus on changes that affect deal review or access, and leave routine changes alone.
Can this workflow restore a previous Box link setting?
The available Dynamics action updates an opportunity. It does not change Box settings, so this workflow records follow-up context in Dynamics.
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
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