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Notis

Refresh Box folder metadata after profile updates

Let profile changes flow into the workspace that stores the relationship context.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

Action

Create metadata instance on folder

Applies an instance of a metadata template to a folder. 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. to display the metadata template in the box web app the enterprise needs to be configured to enable **cascading folder level metadata** for the user in the admin console.

Why this helps

Folder-level customer context drifts away from the source of truth.

  • Keeps folder context current
  • Improves handoffs
  • Reduces manual record checks

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Box once in Notis.
  • 2Create an automation named Subscriber folder metadata.
  • 3Tell Notis to apply the profile update to metadata on the matching Box folder.
  • 4Pick Profile Update Trigger and choose where reports go.
  • 5Test with one real subscriber update.

Questions about this workflow

Can this use an existing folder?

Yes. Tell Notis how to identify the existing Box folder.

Does it create a folder?

No. This action applies metadata to an existing folder.

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.

TriggerScheduled

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`.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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`.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

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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