・
Many companies use Box and Slack for business purposes. While both apps are incredibly useful, it can be a hassle and inconvenient to switch back and forth between them. In this article, we will discuss the benefits of integrating Box and Slack, as well as provide an overview of the actual workflow! Since anyone can easily create workflows without coding, we encourage you to give it a try. This is a must-read for those who are struggling with file saving errors or looking to enhance security!
In this article, we will introduce how to integrate using the no-code tool "Yoom." No complicated settings or operations are required, and even non-engineers can easily implement it. You can start right away with the template below, so give it a try!
[About Yoom]
Let's integrate Box and Slack using Yoom. Yoom's app integration is very easy, even for those without coding knowledge!
If you have a Yoom account, please log in to Yoom.
If you don't have an account, you can create one here.
The flow we are introducing this time is "How to upload to Box when a file is posted on Slack" as shown below.
If you refer to the following, anyone can easily create it!
Once you get used to it, it will be completed in about 10-20 minutes.
First, if you don't have a Yoom account, please create one from the Yoom account creation page. You can start in 30 seconds!
For basic operations of Yoom, please refer to First Time with Yoom.
After logging in to Yoom, select "My Apps" and then select "+ New Connection".
First, connect Box from My Apps.
Enter any email address and password, and click approve.
Click "Allow access to Box".
This completes the integration of Yoom and Box!
Select "My Apps" again and select "+ New Connection".
Next, connect Slack from My Apps.
Select the channel you want to use from "Search Channels" and click "Allow".
This completes the integration of Yoom and Slack!
Once registration to My Apps is complete, you can easily set it up by copying the template below.
Select the project you want to create from the project list on the left column and click "+Create New".
Select "When a specific app event is received". Choose Slack as the app.
Note: Please select the trigger action "When a file is posted to a channel".
Click "Next" and set up the app trigger API connection.
Set the trigger interval and channel ID from the dropdown as desired.
Conduct a test, and if successful, save it.
Note: You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. The shortest trigger interval varies depending on the plan, so please be aware.
Next, set the action.
Click the + button under the app trigger you created earlier and select "Integrate with App".
Select "Slack" as the app.
Set it up as shown in the image below. Be sure to select the action "Download posted file".
For the download link of the file, click "When a file is added" in the output and select "Download Link".
Explanation: By setting it up as above, you can automatically download files posted to the Slack channel.
Conduct a test, and if successful, save it.
Click the + button under the app trigger you created earlier and select "Integrate with App".
Select "Box" as the app.
Note: Be sure to select the action "Upload file".
File Name: Set as desired.
Content ID of the storage folder: Click "Download the file" in the output and select "Retrieved File".
Explanation: By setting it up as above, you can automatically reference files added to Slack.
File Attachment Method: As shown in the image below, select "Use Output" and "Retrieved File" from the dropdown.
Well done! This completes the flow of "Upload to box when a file is posted to Slack".
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Box and Slack.
If you find something interesting, please give it a try!
It is possible to set up integrations such as notifying Slack when a file is uploaded to Box or reading files added to Box with OCR and notifying Slack.
Additionally, you can move specific folders in Box to an archive every month and notify Slack.
Save Documents Received via Email to Box
Automatically save documents received in Gmail, Outlook, etc., to Box.
Create a folder in Box for each client when they are registered in the customer management tool
When a client is registered in Salesforce, Zoho CRM, or similar, a folder for each client is automatically created in Box.
Save documents approved in the workflow to Box
Automatically save documents approved in Wix or Form to Box.
■Overview
The invoice files registered in the input form are automatically stored in Box.
The storage location and file name settings can be freely customized.
■Setup Instructions
Please integrate Box with Yoom. (My App Integration)
Follow the steps below to configure the settings.
1. Select "Create Form Trigger" and create an input form. Add optional fields and an invoice file attachment field.
2. Create an approval request message to send to the person in charge, and set the completion conditions and the operation for returning.
3. Based on the file information obtained from the input form, set up the "Upload File" operation. Set the content ID of the folder in Box where you want to store the files.
■Notes
・Integration settings with a Box account are required.
・Please change the folder ID and file name settings for the upload destination as needed.
■Overview
This flow translates the estimates answered in the form into foreign languages using DeepL, issues and sends the estimate, and saves it to Box.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
If you frequently create multilingual estimates, translating Japanese into various languages can be a hassle.
Additionally, when creating estimates manually, it requires time for post-creation checks and revisions, which may delay the sending process.
With this flow, you can automate the translation into foreign languages, issuance and sending of estimates, and saving to Box based on the information from the form responses.
It allows for customization according to your needs by enabling translation into foreign languages for specific items answered in the form.
By automating the issuance and sending of estimates, the workload is reduced, and file management in Box becomes easier.
■Overview
The "Update Box File Name When a Quote is Accepted in Wix" flow is a business workflow that automates file management after a quote is accepted.
When a quote is approved in Wix, the name of the related file in Box is automatically updated, eliminating the need for manual file name changes.
■Who We Recommend This Template For
■Benefits of Using This Template
Notify Slack When Information is Registered in the Database
Automatically notify Slack when information is added to Google Sheets, Salesforce, or similar platforms.
■Overview
The "Notify Slack when a file is uploaded to Dropbox" flow leverages the integration between Dropbox and Slack to automate file sharing and team communication workflows.
Every time a new file is added to Dropbox, a notification is sent to Slack, allowing all team members to quickly grasp the latest information.
This eliminates information sharing delays, strengthens team collaboration, and enhances work efficiency.
■Recommended for
■Benefits of using this template
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Notify Slack about today's schedule and tasks due today
Automatically notify Slack about today's schedule from Google Calendar and tasks due today in Notion.
Notify Slack of Inquiry Details
Automatically notify Slack of inquiry details sent via Google Forms or Gmail.
First, let's explain the benefits of integrating Box with Slack!
●Instant File Saving!
When a file is posted on Slack, it is automatically saved to Box, preventing any file saving omissions.
For example... When you post project materials on Slack that you want a team member to review, it is automatically saved to Box, saving the team member the trouble of saving the file themselves.
●Enhanced Security!
Box offers advanced security features. Therefore, by integrating Box with Slack, you can exchange information safely.
For example... You can significantly enhance security by securely storing documents and files in Box and setting the links so that only specific members can access them.
Next, let's see what kind of tasks can be automated by integrating these two apps!
●Project Management
You can create a Box folder for each project and integrate it with a Slack channel.
For example... By integrating the apps, you can automatically send notifications to Slack when files are uploaded or updated.
●Task Progress Management
Based on the content of messages in Slack, related files can be automatically saved to Box, allowing you to centrally manage task progress.
For example... By using discussions on Slack as a trigger, you can extract necessary information from the text and automatically set folder names using the extracted information, thus consolidating related materials.
●Enhancing Team Collaboration
You can notify Slack of comments or feedback on files created in Box.
For example, when a comment is added to a presentation file in Box, a notification is automatically sent to Slack, allowing the entire team to check it immediately.
This time, we introduced examples where integrating Box with Slack enables smooth file saving and enhances security.
Not only does it make project management and task progress management, which were previously cumbersome, smoother, but it also strengthens team collaboration, making various tasks more convenient!
Furthermore, by reducing the effort and errors associated with manual tasks, you can create time to focus on important work.
Why not improve your work efficiency by utilizing the integration of Box and Slack introduced here? First, try registering an account with Yoom and give it a try!
