How to Automatically Notify Slack When a File is Uploaded to Box

[About Yoom]

How to Create a Box and Slack Integration Flow

This time, we will create a flow that [Notifies Slack when a file is uploaded to Box].

The integration flow is broadly divided into the following processes:

• Register Box and Slack as My Apps
• Set up a trigger that activates when a file is uploaded to Box
• Set up notifications in Slack
• Test and verify

Step 1: Integrate Box and Slack with My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register Box and Slack respectively.

Register Box as My App

First, let's register Box. Enter "Box" in the input field, and the Box icon will appear. Click on the icon.

1. The following login screen will appear.
Log in to the account you want to integrate.

2. The following screen will appear.
Click "Allow access to Box".
This completes the registration of Box as My App.

Register Slack as My App

Similarly, search for Slack and click on the icon.

1. The following screen will appear.
Enter the URL of the workspace you want to integrate.

2. The following screen will appear.
You can select the destination channel from the dropdown.
After selecting the channel, click "Allow".
For more detailed information on registering Slack as My App, please refer to here.

This concludes the registration of Box and Slack as My Apps.

Once the registration is successful, the following screen will be displayed.
Check if the icons for Box and Slack are displayed on the My Apps screen.

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For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare the Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Set the trigger to activate when the application is approved in Box

1. First, click the icon at the top that says "When a file is uploaded to the folder".

2. You can set the title freely.
Set the account information to connect with Box.
Select "When a file is uploaded to the folder" as the trigger.
Once you have finished entering, click "Next".

3. Enter the folder content ID.
Once you have finished entering, click "Test" and if there are no errors, click "Save".
If the test does not go well, please refer to the following link.
About error messages when pressing the test button

4. The following screen will be displayed.
Click "Test" and if there are no issues, click "Save".

Step 3: Set up notifications in Slack

1. Finally, click the icon that says "Send a message to the channel".

2. Set the account information to connect with Slack.
Select "Send a message to the channel" as the action.
Once you have finished entering, click "Next".

3. Set the channel ID and message to post to.
Click the input field for the channel ID to post to, and candidates will be displayed, so select from them.
Click the message editing field to display the output. Please use it as needed when creating messages.
Once the setup is complete, click "Test" and if there are no issues, click "Save".
For detailed confirmation methods of the channel ID, please refer to the following link.
How to check Slack channel ID

4. With this, the flow of [Notify Slack when a file is uploaded to Box] is complete.

Step 4: Test and Confirm

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, setup is easy even without specialized skills.
Try this convenient flow from the link below.

Other Automation Examples Using Box and Slack

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Box and Slack.
All of them can be used with simple settings, so if there is anything that interests you, please give it a try!

Other Automation Examples with Box and Slack

You can update the folder name in Box when a specific post is sent in Slack, or move files in Box based on a specific post.
Furthermore, by utilizing Yoom's schedule trigger, you can retrieve file information from Box at a specified date and time and notify it in Slack.

Automation Example Using Box

Create and Update Folders in Box at the Beginning of Each Month

The flow is triggered at the beginning of each month, potentially eliminating the need for manual work.

Move specific folders in Box to archive every month and notify

By automating the organization of folders and information sharing in manual tasks, you can streamline file management operations.

Create a folder in Box when information is registered

It will be automatically added to Box, which may eliminate any oversights in information management or forgetting to create folders.

Example of Automation Using Slack

Notify Specific Received Content

Automatic notifications based on specific keywords can potentially eliminate the need for manual verification tasks.

Read document data posted on Slack using OCR, update the file name, and store it

By reducing the effort of manually organizing documents and changing file names, it seems possible to increase the time available to focus on other tasks.

Benefits of Integrating Box with Slack

Benefit 1: Smooth Handling of Urgent Requests

By receiving automatic notifications in Slack when files are uploaded to Box, you can respond quickly to sudden client requests or changes.
For example, when a sales representative receives an urgent request for a specification change from a client, the technical department uploads the relevant files to Box, and the information is notified to the sales representative via Slack.
Based on this notification, the sales representative can promptly report progress to the client or make detailed adjustments with the technical department if necessary.
As a result, even in situations requiring urgent responses, the process can proceed smoothly, helping to maintain trust with the client.

Benefit 2: Streamlined Approval Process

Approving contracts or presentation materials in a company can take time, but with app integration, stakeholders can quickly grasp the content, potentially streamlining the entire process.
For example, if a legal department staff member uses this automated flow when drafting a new contract, they can quickly review the content.
Additionally, approvers can access Box documents via Slack even when they are out of the office, allowing them to review contract content and provide revision instructions on the spot.

Benefit 3: Facilitated Information Sharing Among Teams

Integrating Box with Slack allows all stakeholders to timely grasp the necessary information.
For instance, when the marketing team uploads new campaign materials to Box, the sales team automatically receives a Slack notification.
This enables the sales team to review the latest materials in real-time and prepare to quickly adjust proposals for clients.
As a result, all departments can work together efficiently towards achieving goals, contributing to improved overall company performance.

Conclusion

By implementing this flow bot, you will receive automatic notifications in Slack when files are uploaded to Box.
This should make it easier for team members to recognize when new files are shared.
Quick notifications are expected to speed up the overall operations of the company.

Even those who feel that automation might be difficult without technical knowledge can easily implement it with Yoom.
By utilizing pre-prepared templates, you can easily automate daily routine tasks.
Why not use Yoom to make your daily operations smoother?