The Box API is recommended for those who want to reduce the hassle of managing folders and files! For example, you can automatically store files from integrated apps in Box, automatically create folders in Box based on specified conditions, and automatically notify chat tools when files are saved in Box. Moreover, you can even automatically attach files saved in Box to emails and send them!
If you're tired of dealing with file and folder-related tasks, using the Box API could be your savior. When you want to achieve accurate and efficient business processes, be sure to give it a try!
Who Should Use Box API
Those who want to quickly grasp data changes and updates
Those who want to try automatic folder creation
Those who want to automatically save files attached to emails
Those who are fed up with file and folder management
How to Use Box API
From here, we will explain how to actually use the Box API. By using a service called Yoom, which allows for no-code app integration, you can easily set it up!
[What is Yoom]
If you haven't used Yoom yet, please register for free from here. If you are already using Yoom, please log in.
How to Connect Box with Yoom
Setting Up My App Integration
Set up the app you want to integrate with Yoom. Log in to the Yoom workspace and click on "+ Add" from the My Apps section.
A list of apps that can be connected with Yoom will be displayed. Search for "Box" in the search box at the top.
Enter "Box" in the search box and click on Box. Then, an input screen will be displayed, so please log in.
For operations on Box, please refer to the following help articles.
Once each item is completed, click the add button to complete the My App registration. By registering in My App, you can now use all the APIs provided by Box from Yoom!
Examples of Automation Achievable with Box
Automatically Store Files from Integrated Apps
There are times when you want to automatically save files to Box. By using the Box API to integrate with various apps, you can automatically store files. For example, you can automatically save recording data to Box after a Zoom meeting, or save email attachments and data shared via chat tools to Box. This can significantly reduce the hassle of managing files across multiple tools. Additionally, this automation allows for centralized file management, reducing the effort of searching for data while enhancing security!
Automatically Create Folders Triggered by Specified Conditions
Wouldn't it be convenient to automatically create folders on Box? By utilizing the Box API, you can easily set up a system that automatically creates folders based on specific conditions. For example, when a new customer is registered in the CRM, you can automatically create a folder for each customer on Box. Additionally, by generating subfolders for contracts and reports at the same time, you can significantly reduce the preparation time at the start of operations. By implementing this system, you can standardize folder naming conventions and hierarchical structures, achieving organized file management across the entire team and preventing manual errors and omissions. Furthermore, by integrating folder creation with other systems and processes, you can ensure a smooth workflow!
Create a folder in Box when a row is added in Google Sheets.
■ Overview The "Create a folder in Box when a contact is registered in Apollo" workflow is a business workflow that streamlines data management for sales activities. When a new contact is added to Apollo, a folder is automatically created in Box. This eliminates the need to manually create folders, facilitating smooth data organization and access.
■ Recommended for ・Sales representatives managing sales contacts in Apollo ・Team members spending too much time organizing data in Box ・IT personnel aiming to improve efficiency through business automation ・Business people wanting to reduce manual folder creation and make effective use of work time
■ Notes ・Please integrate Apollo, Box and Yoom respectively. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies by plan.
■Overview The flow 'Create a folder in Box when a task is added to a specific project in Asana' seamlessly integrates project management and file management workflows. Every time a new task is added in Asana, a corresponding folder is automatically created in Box. This simplifies file organization for each task and enables centralized information management. It eliminates the need to manually create folders, keeping project progress smooth.
■Recommended for ・Those managing projects in Asana and feeling the burden of organizing related files in Box ・Team leaders who manually create folders in Box for each task and want to save time and effort ・IT personnel or managers who want to automate workflows and improve information management efficiency ・Those who want to strengthen the integration between Asana and Box, and smoothly visualize projects and share files
■Notes ・Please integrate Yoom with both Asana and Box. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
When a new record is registered in the Salesforce Account object, create a folder with the account name in Box and record the folder URL in the record.
It's convenient to receive automatic notifications when files are uploaded to a specific folder, isn't it? By utilizing the Box API, you can easily set up this system. This allows you to smoothly inform team members and stakeholders about the addition of new files, helping to prevent delays in response. For example, if a notification is sent to the person in charge when a document submitted by a customer is uploaded, they can start processing it immediately. Notifications can be sent via email or chat tools, allowing you to share information in a way that suits your business needs. Furthermore, it's possible to create workflows that automatically start approval processes or related tasks triggered by file uploads. Implementing this system not only increases overall operational efficiency but also helps prevent oversights in tasks, leading to improved productivity. It becomes a reliable ally for those looking to enhance the transparency and efficiency of information management!
Notify Microsoft Teams when a file is uploaded to Box.
■Overview This is a flow that notifies Slack when a file is uploaded to Box. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Companies using Box for file management ・For those who share files with Box as a team and want to quickly know when they are uploaded ・For those who want to receive notifications every time a new file is stored and ensure smooth information sharing
2. Companies that have introduced Slack as an internal chat tool ・For those who use Slack daily and want to always check the latest file information ・For project managers who want to grasp the work status of team members in real-time
■Notes ・Please connect Yoom with both Box and Slack.
■Overview The 'Notify Telegram when a file is uploaded to Box' workflow is an automated flow that sends a notification to Telegram when a file is uploaded to Box. This allows team members to quickly recognize the addition of new files, enabling prompt response and sharing. By utilizing Yoom, you can smoothly set up API integration and achieve operational efficiency.
■Recommended for - Those who use Box regularly and want to improve file sharing efficiency - Administrators who want to quickly notify team or project members - Those who are already using Telegram as a communication tool - Those interested in automating operations and reducing manual notification tasks - Those who want to integrate with other SaaS apps using Yoom
■Notes - Please integrate both Box and Telegram with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
It would be convenient if files uploaded to a specific folder could be automatically attached and sent via email. By utilizing the Box API, you can easily set up this system. With this feature, sharing information with clients and team members becomes smoother, and work progresses more quickly! For example, when a customer submits a document, you can notify the person in charge via email and send the file as an attachment. This eliminates the hassle of searching for, downloading files, and manually creating emails. Furthermore, by using the Box API, you can flexibly customize the email content and include information such as the uploader's details, file name, and date in the body. Even if multiple files are uploaded, they can be automatically attached together, reducing manual effort when handling large amounts of data. By implementing this automation, you can save the trouble of checking folders and sending emails manually, thus improving work efficiency!
After the Zoom meeting ends, obtain the recording information, connect with Box, create a folder, upload the recording, and send an email.
In this article, we introduced app integration using the Box API and provided an example of actual automation. By using the Box API, you can automatically store files and receive automatic notifications when files are uploaded. This can significantly reduce the time spent on administrative tasks, thereby improving work efficiency! If there are any templates introduced in the article that catch your interest, you can easily set them up.
By utilizing Yoom, you can easily implement automation without programming knowledge, so try experiencing automation right away!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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