Follow up on new Box folder collaborators in Salesforce
Make collaborator changes visible to the team responsible for customer onboarding and access coordination.
Trigger
New Folder Collaboration Created
Triggers when a new collaboration is created on a specific folder in Box. This trigger monitors a specific Box folder and fires when new collaborations are detected.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A new collaborator may need context or onboarding, but the account team may not know they were added.
- Surface new folder collaborations for review
- Create a follow-up task with available collaborator details
- Keep access coordination visible in Salesforce
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 create a Salesforce task when a new Box folder collaboration needs onboarding or access follow-up.
- 4Pick the Box New Folder Collaboration Created trigger and choose where run reports should go.
- 5Test with one real collaboration and confirm the task is relevant.
Questions about this workflow
Does this change Box access?
No. The workflow creates a Salesforce task to track follow-up; the listed Salesforce action does not change Box permissions.
Can it determine whether the collaborator needs onboarding?
Only when the available event details or your instruction provide enough context. Otherwise, ask Notis to flag it for review.
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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