Make Box files easier to find with contact context
Keep contact context close to the documents your team uses, without manually updating Box metadata after every new contact.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. 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.
Why this helps
Contact details and related documents can drift apart when metadata is left for someone to update later.
- Make relevant files easier to search by contact context.
- Reduce manual metadata updates.
- Keep document context connected to a new HubSpot record.
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.
- 3Tell Notis which Box file and metadata template to update, and which available contact details to include.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and file.
Questions about this workflow
Does this create a metadata template?
No. The action applies a metadata instance to a file. The Box metadata template must already exist.
Can Notis choose a file automatically?
Describe how the file is identified in your instruction. If the needed identifier is not available from the event, provide it or choose a workflow that uses a known file.
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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