Prepare subscriber files with onboarding metadata
The record starts with the context your team needs to act.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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
Onboarding files begin blank and require repetitive manual setup.
- Reduces repetitive setup
- Improves handoff quality
- Makes records easier to triage
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Box once in Notis.
- 2Create an automation named New subscriber file metadata.
- 3Tell Notis to apply onboarding metadata to the matching Box file.
- 4Pick Subscribe Trigger and choose a report channel.
- 5Test with one real subscription.
Questions about this workflow
What metadata should be added?
Describe the values and existing Box metadata template to use.
Does this require an existing file?
Yes. Tell Notis how to identify the matching Box file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Box. A trigger fires from one place; an action lands in another.
Mailchimp 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`.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Add or update user avatar
Adds or updates a user avatar.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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