Create a Box folder for every new client email
Keep client work organized from the first message.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create folder
Creates a new empty folder within the specified parent folder.
Why this helps
Important client threads arrive before anyone creates a place to store related work.
- Start organized immediately
- Reduce manual folder setup
- Keep client work easy to find
Setup
Build it in a few focused steps.
- 1Connect Outlook and Box in Notis once.
- 2Create an automation named New client workspace.
- 3Tell Notis to create a Box folder for each qualifying client email and name it from the sender and subject.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real client email.
Questions about this workflow
Can Notis ignore newsletters?
Yes. Tell the instruction to create folders only for client or prospect messages that match your criteria.
Where are the folders created?
Specify the Box parent folder in your plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Box. A trigger fires from one place; an action lands in another.
Outlook 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`.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add or update user avatar
Adds or updates a user avatar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add shared link to file
Adds a shared link to a file.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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