Keep intake details with the Box project folder
Ask Notis to capture the clear details in a new intake email on the matching Box folder, where the project context lives.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create metadata instance on folder
Applies an instance of a metadata template to a folder. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair. to display the metadata template in the box web app the enterprise needs to be configured to enable **cascading folder level metadata** for the user in the admin console.
Why this helps
Folder-level intake information remains in email, leaving collaborators to search threads for basic project details.
- Keep intake context with the project folder
- Make core details easier for collaborators to locate
- Reduce manual entry from incoming emails
Setup
Build it in a few focused steps.
- 1Connect Gmail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, name the existing Box metadata template and fields, then ask Notis to add clearly stated intake details to the matching folder.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report channel, then test with one real intake email and folder.
Questions about this workflow
Can this create the metadata template?
This action applies a metadata template instance to a folder. The template and fields should already be available in Box.
What happens when an intake email is incomplete?
Ask Notis to leave unclear fields blank and report what information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Box. A trigger fires from one place; an action lands in another.
Gmail triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Gmail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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