Share the right Box materials as a contact is added
When a new contact needs access to shared materials, Notis can create the Box collaboration while the relationship is fresh.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create collaboration
Adds a collaboration for a single user or a single group to a file or folder. collaborations can be created using email address, user ids, or a group ids. if a collaboration is being created with a group, access to this endpoint is dependent on the group's ability to be invited. if collaboration is in `pending` status, the following fields are redacted: - `login` and `name` are hidden if a collaboration was created using `user id`, - `name` is hidden if a collaboration was created using `login`.
Why this helps
Remembering to grant document access after adding a contact creates another follow-up task and can slow onboarding.
- Reduce manual sharing follow-up.
- Keep the intended file or folder access step connected to contact creation.
- Use a consistent collaboration instruction for new contacts.
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.
- 3In one instruction, identify the Box item, the collaborator, and the access role to use.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and a suitable Box item.
Questions about this workflow
Does the action share a file or a folder?
It creates a collaboration for a file or folder. Identify the intended Box item in your instruction.
Can the contact's email be used as the collaborator?
Use it only if the relevant email is available from the HubSpot event and suitable for Box collaboration. Otherwise name the intended collaborator explicitly.
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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