Carry completed CRM work into Box follow-up
When a Salesforce task is completed, Notis can create a task on the related Box file to make the next document action visible.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create task
Creates a single task on a file. this task is not assigned to any user and will need to be assigned separately.
Why this helps
Completing a CRM task can leave a document follow-up hidden in someone's memory or a separate list.
- Create a Box file task in response to a completed Salesforce task.
- Keep a document related next step visible in Box.
- Reduce the chance that follow-up is lost between tools.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Box once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis what Box file task to create when a Salesforce task is completed and how to find the related file.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task and a related Box file.
Questions about this workflow
Does this assign the Box task to someone?
No. The Create task action creates a task on a file but does not assign it to a user.
Can it find the right Box file automatically?
Tell Notis how to identify the related file. The workflow depends on the Salesforce task and available context identifying it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Box. A trigger fires from one place; an action lands in another.
Salesforce 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`.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add or update user avatar
Adds or updates a user avatar.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Add shared link to file
Adds a shared link to a file.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add shared link to folder
Adds a shared link to a folder.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Salesforce and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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