How to Automatically Upload Files Saved in Box to a Public Folder in Box

1. Click the banner and then click "View Details".
2. On the migrated page, click "Try this template".
3. Register for Yoom.
* If you have already registered, the login screen will appear, so please log in.

Step 2: Setting up a trigger to activate when a file is uploaded to your Box folder

1. Open the copied template.
* You can change the title from the red-framed section in the image below.

2. Click the Flowbot's "App Trigger: When a file is uploaded to the folder".

3. Select the linked account and action.
Change the title as needed and click "Next".

4. Set up the API connection for the app trigger.
Enter the content ID of your personal folder.

5. If the test is successful, click "Next".

6. Upload a test file to your personal Box folder.

7. If the test is successful, click "Save".

Step 3: Setting up an action to download files from your Box folder

1. Click the Flowbot's "Integrate with App: Download File".

2. Select the linked account and action.
Change the title as needed and click "Next".

3. Set up the API connection.
Refer to the output information obtained in Step 2 for the content ID.

* The image below is an example of output reference.

4. If the test is successful, click "Save".

Step 4: Setting up an action to upload files to a shared Box folder

1. Click the Flowbot's "Integrate with App: Upload File".

2. Select the linked account and action.
Change the title as needed and click "Next".

3. Set up the API connection.
・File Name: Refer to the output information obtained in Step 3.
・Content ID of the destination folder: Enter the ID of the shared folder.
・File Attachment Method: Select "Use Output" and "Downloaded File".

* The image below is an example of file name output reference.

4. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "When a file is uploaded to your personal folder, it is also uploaded to the shared folder".

Other Automation Examples Using Box

In addition to the integrations introduced today, various automations can be achieved by utilizing Box's API.

If you find something interesting, please give it a try!

Automation Examples Utilizing Box

Create a Folder in Box When a Record is Added to a Database

When a record is added to Google Sheets or Notion, a dedicated folder is automatically created in Box.

Save documents received by email to Box

Automatically save documents received in Gmail, Outlook, etc., to Box.

Create a folder in Box for each client once they are registered in the customer management tool

When a client is registered in Salesforce, HubSpot, or similar, a folder for each client is automatically created in Box.

After the web meeting ends, download the recording data and save it to Box

Once the web meeting ends on Google Meet or Zoom, the recording data will be automatically downloaded and saved to Box.

Save files submitted through forms to Box

Automatically save files submitted through Google Forms and other forms to Box.

Notify chat tools when a file is uploaded to Box

Automatically notify Slack, Discord, etc., when a file is uploaded to Box.

Benefits of Integrating Yoom and Box

Benefit 1: Streamlined File Management

Files uploaded to personal or work-related folders are automatically uploaded to customer-facing public folders, eliminating the need to manually copy files. This reduces the time spent on file management, allowing you to use the freed-up time for tasks such as data analysis and document creation. Additionally, it minimizes the risk of mistakenly copying files to the public folder or forgetting to copy them, which could result in missing the scheduled date for providing information to customers. This automation is particularly useful when there is a frequent need to share new information with customers.

Benefit 2: Smooth Information Sharing

Automatic uploads to public folders can speed up information sharing with customers. For example, if the latest project proposal created and saved internally is automatically uploaded to a specific customer's public folder, the customer can quickly access the latest information. This prevents delays in information transmission, reducing the need for questions and confirmations. Furthermore, it facilitates smoother communication, enabling quicker responses to feedback, which can lead to service improvements, long-term relationship building, and increased customer satisfaction.

Conclusion

We introduced a method to automatically upload files from one folder in Box to another by integrating Yoom and Box. This automation reduces the effort and risk of errors associated with copying files, leading to more efficient file management and faster information sharing. Ensure smooth communication with customers through seamless information sharing. With Yoom, you can easily set up integration and automation, so take this opportunity to try it out!