Carry clear legal hold notices into Box
When a message clearly identifies an item and an applicable legal hold, ask Notis to assign the existing Box policy.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Assign legal hold policy
Assign a legal hold to a file, file version, folder, or user.
Why this helps
Legal hold instructions can sit in an email thread while the relevant Box item still needs the policy applied.
- Reduce delay between notice and policy assignment
- Keep the named item tied to the relevant hold instruction
- Make legal hold follow-up easier to track
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 legal hold policy and ask Notis to assign it only when the notice and item are clear.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report channel, then test with one real notice and Box item.
Questions about this workflow
Does this create a legal hold policy?
No. This action assigns a legal hold policy to an item. Specify an existing policy in Box.
What if the notice is unclear about the item?
Ask Notis to report incomplete or ambiguous notices for review, rather than assign a policy to a guessed item.
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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