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Notis

Create a Box review task from an intake form

Make every requested review visible and actionable.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

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

Review requests are easy to miss when they remain only in form submissions.

  • Creates a clear review queue
  • Keeps context with the file
  • Reduces missed approvals

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Box in Notis once.
  • 2Create an automation for review-required submissions.
  • 3Tell Notis to locate the related Box file and create a concise review task.
  • 4Pick the Typeform New Form Response trigger.
  • 5Choose a report channel and test with one review request.

Questions about this workflow

Can the task include the respondent's notes?

Yes. Ask Notis to summarize the notes in the task description.

Can it skip submissions that do not need review?

Yes. State the response condition that indicates review is required.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to Box. A trigger fires from one place; an action lands in another.

Typeform triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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`.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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`.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

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.

ActionInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

Typeform and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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