Start a stage specific working copy from a Box deal file
When a deal moves forward, Notis can copy a specified Box file so your team has a separate working version for the next phase.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Copy file
Creates a copy of a file.
Why this helps
Teams may overwrite a prior working document or spend time manually creating a new version for each deal phase.
- Create a separate working copy for a new deal phase.
- Keep the original Box file intact.
- Reduce manual duplication during pipeline handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Specify the Box file to copy and the destination folder for the new copy.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and source file.
Questions about this workflow
Can the copied file go in a stage folder?
Yes. Identify an existing destination folder or a clear destination in your instruction.
Will the original file change?
No. The Box copy action creates a copy and leaves the original unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Box. A trigger fires from one place; an action lands in another.
Hubspot 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`.
Contact Created Trigger
Contact Created Trigger
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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