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Notis

Review EmailOctopus contacts when a Box task is approved

When a list review task is approved, pull the current contacts into a report to make the next step clear.

Trigger

Task Assignment State Changed

Fires when a task assignment’s resolution state changes.

Action

List Contacts

Retrieves a paginated set of contacts from a mailing list.

Why this helps

A completed review task can still leave list follow-up unclear if current contact records are in another app.

  • Ties an approval event to a current contact review
  • Makes the list data available in a run report
  • Helps turn task completion into a concrete follow-up

Setup

Build it in a few focused steps.

  • 1Connect Box and EmailOctopus once in the Notis portal.
  • 2Create an automation by naming it and describing the review outcome.
  • 3Pick the Box task assignment state changed trigger for the task and choose where reports go.
  • 4Tell Notis to retrieve contacts from the specified EmailOctopus list and summarize the relevant records for review after approval.
  • 5Test with one real approved assignment and review the report.

Questions about this workflow

Does this change contacts?

No. The list contacts action retrieves records for review; the workflow should report what it finds.

Can contacts be filtered?

The list contacts action supports filters such as tag, status, and date ranges. Specify any filters in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Emailoctopus. A trigger fires from one place; an action lands in another.

Box triggers

Emailoctopus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Add a new contact to a mailing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a mailing list to organize email contacts.

ActionInstant

Collaboration Details Changed

Fires when a collaboration’s details change.

TriggerPolling

Create Field

Creates a custom field on a mailing list.

ActionInstant

Comment Changed

Fires when a comment’s content or details change.

TriggerPolling

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

ActionInstant

New File Comment Added

Fires when a new comment is added to a file.

TriggerPolling

Delete List

Delete a mailing list and all its contacts permanently; this cannot be undone.

ActionInstant

File Metadata Changed

Fires when a file’s metadata or properties change.

TriggerPolling

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

File Shared Link Changed

Fires when a file’s shared link settings change.

TriggerPolling

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

New File Version Uploaded

Fires when a new version is uploaded to a file.

TriggerPolling

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Emailoctopus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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