Share the right Box folder after client outreach
Send the message and open the correct workspace in one flow.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Add shared link to folder
Adds a shared link to a folder.
Why this helps
Teams send client updates but forget to share the supporting folder.
- Reduce missed access links
- Speed up client handoffs
- Standardize folder sharing
Setup
Build it in a few focused steps.
- 1Connect Outlook and Box in Notis once.
- 2Create an automation named Client folder handoff.
- 3Tell Notis to identify the referenced Box folder and add a shared link after a client email is sent.
- 4Pick New Sent Message as the trigger and choose a report channel.
- 5Test with one real client handoff.
Questions about this workflow
Can it handle several folders?
Yes. Ask Notis to share each clearly referenced folder and report uncertain matches.
Can access be limited?
State the intended access level in the automation 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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