
Overviews
How it works?
Upload files from other apps
Send documents, images, and files from any connected application directly to specific Box folders, maintaining organized storage and ensuring important content is backed up securely.
Trigger workflows when files are added
Launch automated processes whenever new files are uploaded to Box folders, enabling document processing, notification sending, and downstream workflows based on content changes.
Share files with external collaborators
Generate secure sharing links or grant folder access when specific events occur in other apps, streamlining collaboration with clients and partners.
Organize files based on metadata
Move or rename files in Box based on content extracted from other systems, such as client names from CRM or project codes from management tools.
Create folders for new projects
Generate Box folder structures when projects or clients are created in other applications, ensuring consistent organization and immediate availability of shared storage spaces.
Convert and process documents
Extract file content for processing in other apps, convert formats, or generate previews, then store results back in Box for team access and archival purposes.
Track file activities in project tools
Log Box file uploads, downloads, and modifications to project management systems or databases, creating audit trails and keeping teams informed of document changes.
Backup critical files to multiple locations
Copy important documents from Box to other storage platforms or backup services when specific conditions are met, ensuring redundancy for critical business content.

Configure
Build
Client onboarding document workflow
Build a system that creates dedicated Box folders when new clients are added to your CRM, uploads contract templates, shares access with client contacts, and notifies team members when documents are signed or uploaded.
“You can’t do this anywhere else.”



















































Your stack,
connected.

