Keep deal context with its Box documents
When an opportunity changes, Notis can apply its relevant deal context to the corresponding Box folder using a metadata template you already have.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair.
Why this helps
Deal context can be separated from the documents it explains, leaving teammates to search Salesforce for basic details.
- Keep selected opportunity context with its Box folder.
- Reduce searches between Salesforce and Box for deal details.
- Use a Box metadata template to organize folder information.
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 which opportunity context to apply to the corresponding Box folder, using an existing Box metadata template.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity and an existing Box folder.
Questions about this workflow
Do I need a metadata template in Box?
Yes. This action applies an instance of a metadata template, so the required template must already exist.
Does this create the Box folder too?
No. This workflow applies metadata to a folder that already exists.
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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