Surface contact changes beside related documents
Notis can turn a Salesforce contact update into a comment on the related Box file, so the context is visible where work continues.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Create comment
Adds a comment by the user to a specific file, or as a reply to an other comment.
Why this helps
Contact changes can be overlooked by teammates who are focused on the shared documents rather than Salesforce.
- Surface contact changes in the context of a related Box file.
- Make document collaborators aware of relevant CRM updates.
- Reduce the need to check Salesforce for every change.
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 contact changes to summarize in a comment and how to identify the related Box file.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports go.
- 5Test with one real contact update and a related Box file.
Questions about this workflow
Does this comment on every file for a contact?
The action adds a comment to a specific file. Describe how Notis should identify the relevant file in your instruction.
What does the trigger provide?
It emits changed fields alongside relevant timestamps for an existing Salesforce Contact.
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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