Keep Salesforce records current when Box folders change
Add a small amount of useful context to Salesforce when an important customer folder changes.
Trigger
Folder Properties Changed
Triggers when a folder's core properties change in Box. This trigger monitors a specific Box folder and fires when changes are detected in properties like name, description, modification time, parent folder, item status, or shared link settings.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Folder moves, renames, or status changes can disrupt customer work without leaving a trace in the CRM.
- Record relevant folder changes in Salesforce
- Include available name or status details
- Make changes easier to follow from a known customer record
Setup
Build it in a few focused steps.
- 1Connect Box and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a Salesforce note when a meaningful Box folder property change affects a known customer record.
- 4Pick the Box Folder Properties Changed trigger and choose where run reports should go.
- 5Test with one real folder change and review the record note.
Questions about this workflow
Will every folder property change create a note?
Your instruction can focus on changes that affect the customer workflow, such as a rename, move, or status change.
How does Notis know the account?
The account needs to be identifiable from the folder context or details supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Salesforce. A trigger fires from one place; an action lands in another.
Box triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
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.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
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.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Box and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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