How to integrate Box with Slack to automatically notify Slack when a file is uploaded to Box

Box is a convenient tool as a cloud storage that can be easily accessed from anywhere. You can securely access necessary files even when you are on the go or working remotely. However, some people may find it burdensome to manually send notifications every time a file is uploaded. In this article, we will explain the steps to set up automatic notifications on Slack when a file is uploaded to Box, as well as the specific benefits. This article is recommended for the following people! - Those who are already using Box and Slack in their work and feel challenges in manual integration between these tools. - Administrators who want to manage files and share information within the team quickly and efficiently. - Those aiming to improve information sharing and progress management associated with file uploads within the team. Benefits and Examples of Integrating Box and Slack Benefit 1: Smooth Handling of Urgent Matters By receiving automatic notifications on Slack when files are uploaded to Box, it becomes easier to quickly respond 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 related files to Box, and that information is notified to the sales representative via Slack. This allows the sales representative to quickly report progress to the client or make detailed adjustments with the technical department if necessary. As a result, even in situations where urgent responses are needed, 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 often take time. Automatic notifications make it easier for stakeholders to quickly grasp the content, potentially streamlining the entire process. For example, when a legal department staff member drafts a new contract and uploads it to Box, an automatic notification is sent to the approver via Slack, allowing them to quickly review the content. Additionally, even if the approver is out of the office, they can immediately access the documents through Slack, enabling them to review the contract content, give instructions for revisions, or approve it on the spot. As a result, the entire approval flow can be streamlined, potentially smoothing business progress. Benefit 3: Facilitated Information Sharing Among Teams Integrating Box and Slack allows for smooth information sharing among teams. Automatic notifications sent to Slack ensure that all stakeholders can timely grasp the necessary information. For example, when the marketing team uploads new campaign materials to Box, an automatic Slack notification is sent to the sales team. This allows the sales team to review the latest materials in real-time and prepare to quickly adjust the proposal content for clients. As a result, each department can work together efficiently towards achieving goals, contributing to improved overall company performance. In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at [First Time with Yoom](https://intercom.help/yoom/ja/collections/3043550-%E5%88%9D%E3%82%81%E3%81%A6%E3%81%AEyoom). [What is Yoom] How to Create a Box and Slack Integration Flow This time, we will create a flow of [Notify 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 - Configure notifications in Slack - Test and verify Step 1: My App Integration with Box and Slack First, log in to your Yoom account. If you don't have an account, please create one on the Yoom account creation page. Click on My Apps, then click on New Connection. You can search by app name in the input field. This time, search for and register Box and Slack respectively. Box My App Registration Let's start by registering Box. Enter Box in the input field, and when the Box icon appears, click on it. 1. The following login screen will appear. Log in to the account you want to integrate with. 2. The following screen will appear. Click on "Allow access to Box." This completes the Box My App registration. Slack My App Registration 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 with. 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 Slack My App registration, please refer to this guide. This concludes the My App registration for Box and Slack. When the My App registration is successful, the following screen will be displayed. Please check if the Box and Slack icons are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Template Selection and Storage Preparation Click "Try it" from the link below.

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

Step 2: Setting the Trigger to Activate When the Application is Approved in Box

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

2. You can set the title freely.
Configure the account information to integrate 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.
After entering, click "Test" and if no error appears, 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: Setting Up Notifications in Slack

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

2. Configure the account information to integrate 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.
Click the input field for the channel ID to post, and select from the displayed options.
Click the message editing field to display the output. Use it appropriately when creating messages.
Once the settings are complete, click "Test" and if there are no issues, click "Save".
For detailed instructions on how to check the channel ID, please refer to the following link.
How to check the Slack channel ID

4. This completes the flow of [Notify Slack when a file is uploaded to Box].

Step 4: Testing and Verification

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

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

Other Automation Examples Using Box and Slack

There are many other examples of automation using Box and Slack in Yoom, so here are a few to introduce.

1. A flow where files posted in Slack are uploaded to Box.
By utilizing this template, files posted in Slack will be automatically added to Box.
Automating the daily information sharing process can help reduce the risk of important data being overlooked.

2. This is a flow where a file is uploaded to Box when a record is added to kintone.
‍ By utilizing this template, files will be automatically uploaded to Box whenever a record is added to kintone.
This can help reduce manual work and prevent forgetting to register files or making mistakes.

3. This is a flow where an email is sent to Gmail when a file is uploaded to the Box folder.
‍ In the flow introduced this time, a notification is sent to Slack when a file is uploaded, but by using this template, an email will be automatically sent to Gmail.
This eliminates the hassle of manually sending emails, enabling smoother information sharing.

Summary

By integrating Box with Slack, notifications are automatically sent to Slack when files are uploaded to Box.
This makes it easier for team members to recognize when new files are shared, allowing for prompt responses.
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 run more smoothly?