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

Have you ever accidentally overlooked a file uploaded to Box? By integrating Box with Microsoft Teams, you can automatically receive notifications in Microsoft Teams whenever a file is uploaded to Box. Automating notification tasks can potentially speed up information sharing and prevent missed communications. In this article, we will clearly explain the benefits of integrating Box with Microsoft Teams and the steps to create a flow that allows anyone to easily connect apps without coding and automate tasks. Please read until the end. Recommended for: - Those who have implemented Box and Microsoft Teams and feel challenged by the efficiency of their workflow - Those considering automating notification tasks to improve project management efficiency - Those looking to improve team collaboration with members not in the same workplace - Those aiming to enhance customer satisfaction by increasing the response speed of customer support operations Benefits and Examples of Integrating Box and Microsoft Teams Benefit 1: Reducing the hassle and speeding up document sharing By automating notifications when files are uploaded to Box, you can potentially improve project management efficiency. For example, in teams that share documents like proposals on Box, manually checking for file uploads can be cumbersome. By integrating Box with Microsoft Teams, team members can quickly be informed of new files registered in Box via automatic notifications to Microsoft Teams, allowing them to swiftly review the content and smoothly proceed to the next task. Benefit 2: Ensuring information is shared with members not present In remote work or when working with team members in different locations, efficient information sharing is crucial. Especially when important meeting materials or collaborative files are uploaded to Box, if everyone is not promptly aware, it can delay the progress of work. By integrating Box with Microsoft Teams, you can automatically notify Microsoft Teams when files are uploaded to Box, ensuring information is shared with members not in the same workplace. This can lead to smoother work progress. Benefit 3: Strengthening customer support through automatic notifications In customer support departments, if materials related to customer inquiries or complaints are managed in Box, there is a need to regularly check for new uploads, which can delay file verification and disrupt operations. By integrating Box with Microsoft Teams, you can automate notification tasks, allowing staff to quickly verify new materials uploaded to Box, potentially improving response speed. [Yoomとは] How to Create a Box and Microsoft Teams Integration Flow From here, we will explain the steps to create a flow that "notifies Microsoft Teams when a file is uploaded to Box" by integrating Box with Microsoft Teams! By utilizing this flow, you can achieve the benefits mentioned above. No programming knowledge is required for setup. 〈The flow is created through the following process〉 - Integrate Box and Microsoft Teams as my apps - Copy the template - Set the Box trigger and the subsequent Microsoft Teams operation - Turn on the trigger button and verify the integration operation between Box and Microsoft Teams

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Step 1: Connect Box and Microsoft Teams to My Apps

1. How to register Box

Click "My Apps" and select Box from "New Connection".

Enter your email address and password, and click "Authorize".

Click "Grant access to Box" to complete the registration.

2. How to register Microsoft Teams
Next, select Microsoft Teams from "New Connection".

Enter the account information you want to connect and click "Next" to complete the registration.
※ Note: If you are not subscribed to a Microsoft 365 business plan, authentication may fail. Please check your plan.

Now Microsoft Teams is registered in My Apps.

Next, open the template below and click "Try it".
Let's start creating the flow from the next step!

Step 2: Setting the Trigger to Activate When a File is Uploaded to a Folder in Box

First, let's set "When a file is uploaded to a folder".

This is already set, so after confirming there are no errors in the account information linked with Box, click "Next".

Set the content ID of the folder you want to use for automatic notifications and proceed to the next page.

Upload a sample file to the folder you set earlier and click test.
If the test is successful, the file output will be retrieved at the bottom of the above screen, so check it and save the settings if there are no issues.

Step 3: Send a Message to a Microsoft Teams Channel

Next, let's set "Send a message to a channel".

This is already set, so after confirming there are no errors in the account information linked with Microsoft Teams, click "Next".

Once the setup is complete, proceed to the next step.

Select the team ID and channel ID you want to use for automatic notifications from the options.

The message content is set as shown in the image above.
You can freely set this according to your needs.
The part {{●●●}} can automatically quote information obtained from Box. An example of how to set it is below.
If you want to quote the file name → Click inside the box and select "File Name" within "When a file is uploaded to a folder".
By setting it this way, you can automatically quote the "File Name" when a file is uploaded to a folder in Box.

※ If there are other items that need to be set, please set them.

Once the settings are complete, click test.
※ The test button is at the bottom of the screen.
A message will be notified to Microsoft Teams, so check if the output you set earlier is correctly reflected and save the settings.

Step 4: Turn ON the Trigger

Once all settings are complete, turn "ON the Trigger".
This completes the flow of "Notify Microsoft Teams when a file is uploaded to Box".

Introduction to Other Automation Examples Using Box

1. This is a flow that automatically saves files to Box when the status is changed in Salesforce.
‍By utilizing this flow, the person in charge can reduce the effort of saving files and potentially find the necessary files immediately.
Additionally, since you can always access the latest files, the accuracy of information is improved.

2. This is a flow where files uploaded to your personal folder are automatically uploaded to the shared folder as well.
By utilizing this flow, the person in charge no longer needs to perform file copying tasks, which can lead to improved work efficiency.
Additionally, it reduces the risk of human error, enabling the possibility of quick and accurate information disclosure.

3. This is a flow that automatically creates a folder in Box by extracting specific text when an email is received.
By utilizing this flow, the manual tasks that were performed upon receiving emails are no longer necessary, leading to improved efficiency.
Furthermore, by customizing the flow, it is possible to create a folder name by specifying the subject of the email or the text you want to extract.

Summary

How was the method of integrating Box with Microsoft Teams to notify Microsoft Teams when a file is uploaded to Box?
By utilizing this method, you can reduce the hassle of notifications and share information with team members quickly and without omissions.
With Yoom, you can easily integrate apps without programming knowledge.
Be sure to take advantage of Yoom and experience the automation of tasks through app integration.