[No Complex Code Needed!] Streamline File Management by Integrating Box with OneDrive!

[What is Yoom]

How to Create a Workflow Integrating Box and OneDrive

Now, let's delve into how to create a workflow that can be automated through the integration of Box and OneDrive.
By using the no-code tool "Yoom," you can easily automate workflows without any specialized programming knowledge.
This time, as an example, we will introduce how to create a workflow that "uploads files uploaded to a specific folder in Box to OneDrive as well."
This can be used to store the same files in both Box and OneDrive, for instance, if you want to keep a backup or if there are stakeholders who can only use either Box or OneDrive.

How to Integrate Files Uploaded to Box with OneDrive

Before You Begin

If you do not have a Yoom account, please issue an account from Yoom's account issuance page.
※ For basic operations of Yoom, please refer to Getting Started with Yoom.

Step 1: Integrate Box and OneDrive with My Apps

1. First, log in to Yoom, select "My Apps" from the left menu, and click "+ Add" on the right side of the screen.

2. From the app list in My Apps, select "Box" and "OneDrive" respectively, and integrate the apps.
　※ In the integration of "Box," the warning shown below will appear. Please select "Grant access to Box."

3. Once the My Apps integration is complete, click "Try it" on the banner below.

Click "OK" when "Template has been copied" is displayed.

Step 2: Set a trigger to activate when a file is uploaded to a Box folder

.Select any project from the projects.

.Select "+Create" and click "Create from Scratch".

.Enter any title and select "trigger from an app event" as the trigger condition for Flowbot activation.

4.Select "Box" from the app list.

.Set up "Select your account".

　・App trigger title: Set as desired. (e.g., "When a file is uploaded to the folder")
　・Account information connected to Box: Set any account.
　・Trigger action: Select "When a file is uploaded to a folder".

.Click "Next".

.Set up the API connection for the app trigger.
　Content ID: Open the relevant folder in Box and refer to the last number sequence in the URL.

.Conduct a test, confirm success, and click "Save".

.Continue with "API connection settings for the app trigger".
　Upload a test file to Box and then click "Test".

.Click "Save" if the test is successful.

Step 3: Set an action to download a file from Box

1.Click the "+" button under the app trigger created in Step 2.

.Search for "Box".

.Select "Box".

.Set up "Select linked account and action".

　・Title: Set as desired. (e.g., "Download File")
　・Linked Account: Select as desired.
　・Action: Select "Download File".

.Click "Next".

.Set up the API connection.

　・Content ID: Open the relevant folder in Box and refer to the last number sequence in the URL.
　※The "Content ID" can be referenced from the retrieved value from the test in Step 2-Procedure 11.

7.Click "Save" if the test is successful.

Step 4: Set an action to upload a file to OneDrive

.Click the "+" button under the operation created in Step 3.

2.Search for "OneDrive".

3.Click "OneDrive".

.Set up "Select linked account and action".

　・Title: Set as desired. (e.g., "Upload File")
　・Linked Account: Select as desired.
　・Action: Select "Upload File".

.Click "Next".

.Set up the API connection.

　・Drive ID: Select from the options. (This is an identifier not obtainable on OneDrive.)

　・Destination folder name: Select from the options.
　　※If the relevant folder name is not in the options, enter it directly.

　・Destination folder item ID: Select from the options.
　　※The options will change once you enter the above "Destination folder name".

　・File name: Set as desired.
　　※The "File name" can be referenced from the retrieved value from the test in Step 2-Procedure 11.

　・File attachment method: Select "Use Retrieved Value" and "Downloaded File".
　　※The Retrieved value from the test in Step 3-Procedure 19 will be referenced.

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.Click "Save" if the test is successful.

Finally, switch the trigger of the saved flow to "ON" to activate it.
With this, the flow to "Link files uploaded to Box with OneDrive" is complete.

Other Automation Examples Using Box and OneDrive

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

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Automation Examples Integrating Box and OneDrive

Not only can you move files between Box and OneDrive, but you can also generate and save another file based on the uploaded file, or combine OCR to rename folder names and file names.

Automation Example Using Box

Save Documents Received via Email to Box

Automatically save email attachments to Box.

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When a client is registered in the customer management tool, create a folder for each client in Box

When a client is registered in the SFA/CRM tool, a folder for each client is automatically created in Box.

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Examples of Automation Using OneDrive

Notify chat tools when a file is uploaded to OneDrive

When a file is uploaded to OneDrive, automatically notify Slack or Microsoft Teams.

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Create a folder in OneDrive based on form responses

Automatically create a folder in OneDrive based on responses from Jotform, Typeform, etc.

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Benefits of Integrating Box and OneDrive

Improved File Management Efficiency Across Multiple Platforms‍

By automatically reflecting files uploaded to Box in OneDrive, file sharing across multiple platforms becomes smoother. This is particularly useful in scenarios where Box is used internally and OneDrive is used for external collaboration.

Such integration significantly reduces the hassle of manually moving files, making it easier to keep track of the latest information on both platforms. When sales representatives upload sales materials to Box, partners using OneDrive can quickly access them, facilitating faster business negotiations. Additionally, it helps reduce redundant tasks and improves overall operational efficiency.

Seamless Collaboration Within and Outside the Team‍

The integration of Box and OneDrive makes file sharing between teams using different platforms easier. For instance, if you manage projects internally with Box and want to share information with external partners or freelancers via OneDrive, the files updated in Box are quickly reflected in OneDrive, eliminating the need for individual handling.

When multiple members can view the same materials during meetings or collaborative work, it promotes real-time communication. This ensures that all members have access to the latest information, potentially leading to smoother task progression and significantly enhanced team productivity.

Data Protection and Consistency Assurance‍

Automatically backing up important files stored in Box to OneDrive strengthens risk management in the event of disasters or failures. For example, if contracts or financial documents are managed in Box, having a dual backup in OneDrive ensures that important data is not lost even if one system goes down.

Moreover, when changes are made to important documents, information is synchronized across both platforms, ensuring that the latest data is always available. This is expected to enhance the overall data security of the company.

Conclusion

While Box and OneDrive are each convenient cloud storage services, integrating them can lead to more efficient file management and enhanced collaboration, improving overall operational efficiency. By effectively utilizing Yoom, you can integrate and automate your workflow, building a more efficient file management system.

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