Start every lead with an intake folder
A new lead arrives in Salesforce, and its Box folder is ready for the research and documents your team gathers next.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create folder
Creates a new empty folder within the specified parent folder.
Why this helps
Lead research and supporting documents can be hard to find when each person chooses a different storage location.
- Create a folder for each newly created lead.
- Give lead research a consistent starting location.
- Reduce the effort of setting up intake folders manually.
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 to create a Box intake folder for each new lead, using the lead name.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real lead.
Questions about this workflow
Will this create a folder for updated leads too?
The selected trigger fires when a new Lead is created, not when an existing lead changes.
Does the folder include lead documents automatically?
No. The available action creates a folder but does not upload files.
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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