Create a Box folder for every new WhatsApp lead
Give each promising WhatsApp conversation a dedicated home in Box.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create folder
Creates a new empty folder within the specified parent folder.
Why this helps
Lead conversations arrive without a consistent place to store briefs, files, and next steps.
- Keeps lead materials together
- Reduces setup time for follow up
- Creates a repeatable sales workspace
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Box in Notis.
- 2Create an automation named WhatsApp lead folder.
- 3Tell Notis to create a Box folder named from each new message sender and short topic.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real WhatsApp message.
Questions about this workflow
Can the folder name include the sender?
Yes. Tell Notis to include the sender name and a short topic when creating the folder.
Does this copy the WhatsApp message into Box?
No. It creates the folder and can use message details in the folder name or description.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Box. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
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.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
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.
Timelinesai and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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