[No Code Required] How to Automatically Connect Outlook Data to Box

Are you manually uploading files attached to emails to Box every time? Some of you might feel, "If only I could automatically save files received in Outlook to Box, file management would be much easier..." Additionally, there might be requests for automatic notifications in Outlook when files are added to Box.

If you feel this way, integrating Outlook and Box might solve your problems! This time, we will clearly explain what you can do by linking Outlook and Box, as well as how to create a specific integration flow!

When you hear about data integration, it might sound difficult, but with Yoom, which allows data integration without specialized knowledge, you can easily set it up! Please refer to this article and try linking Outlook and Box!

For those who want to try it as soon as possible,

By using Yoom, you can easily integrate Outlook and Box with no code. Yoom provides templates for linking Outlook and Box in advance, so you can achieve integration immediately just by registering, even without API knowledge.

What You Can Do by Integrating Outlook and Box

By integrating the APIs of Outlook and Box, you can automatically sync Outlook data with Box!
For example, you can automatically perform data synchronization like the following without human intervention.

Upload to Box When Receiving an Email with Attachments in Outlook

When you receive an email with attachments in Outlook, it is automatically uploaded to Box, making it ideal for those who want to manage files smoothly.
Since attachments are automatically saved to Box, the location of files becomes clear, making searching and sharing easier.

Let's Create a Flow to Integrate Outlook and Box

Now, let's create a flow that integrates Outlook and Box!
This time, we'll use Yoom to proceed with the integration of Outlook and Box without any coding. If you don't have a Yoom account yet, please create one using this registration form.

[What is Yoom]

This time, we will create a flow bot that "uploads to Box when an email with a file is received in Outlook"!
The creation process is broadly divided into the following steps.

Integrate Outlook and Box with My Apps
Copy the template
Set the trigger for Outlook and the action for Box
Set the trigger to ON and complete the preparation for flow operation

Step 1: Register Outlook and Box as My Apps

1. Please register Outlook and Box as My Apps to connect them to Yoom. By completing the My Apps registration in advance, you can proceed with the automation settings smoothly.

First, let's register Outlook as a My App.
Click on "My Apps" → "Add" on the left side of the Yoom screen.
Look for Outlook in the app list or use the search function to find it.

Microsoft Teams

Select Microsoft Teams from the search results.

After transitioning to this screen, enter your Microsoft 365 login information.
※ Regarding Microsoft365 (formerly Office365), if you are not subscribed to the general corporate plan (Microsoft365 Business), authentication may fail.

This completes the My Apps integration with Microsoft Teams.

Step 2: Copy the Template

1. To set up automation, click on "Try it" in the banner below.

2. Read the following screen display and click "OK".

Step 3: Setting Trigger Actions in Outlook

1. Now, let's start setting up the flow! First, click the red frame below.

2. The following screen will be displayed, check the settings and press "Next".

"Title" → Can be freely changed
"App" → Outlook
"Account information connectd to Outlook" → Check for any discrepancies in the account
"Trigger Action" → When a specific subject email is received

3. Set the trigger interval from the dropdown according to your needs.
※ The shortest trigger interval varies depending on your plan.

4. Select the "Mail Folder ID" from the suggestions.

5. Enter any "Keyword".
(The flow bot will activate when an email with the specified keyword in the subject is received.)

6. After entering, send an email containing the specified keyword to Outlook.
Then press "Test", and if "Test Successful" is displayed, click "Save"!

Step 4: Setting to Retrieve Information of Email Attachments

1. Next, click "Get Email Attachment Information".

2. The following screen will be displayed, check the settings and press "Next".

"Title" → Can be freely changed
"App" → Outlook
"Linked Account" → Check for any discrepancies in the account
"Action" → Get email attachment information

3. Select "Email ID" from Retrieved value.

4. Press "Test", and if "Test Successful" is displayed, click "Save"!

Step 5: Setting to Download Email Attachments

1. Next, click "Download Email Attachment".

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2. The following screen will be displayed, check the settings and press "Next".

"Title" → Can be freely changed
"App" → Outlook
"linked Account" → Check for any discrepancies in the account
"Action" → Download email attachment

3. Select "Email ID" and "File ID" from the retrieved value as shown below.

4. Press "Test", and if "Test Successful" is displayed, click "Save"!

Step 6: Setting to Upload Files to Box

1. Next, click "Upload File".

2. The following screen will be displayed, check the settings and press "Next".

"Title" → Can be freely changed
"App" → Box
"Linked Account" → Check for any discrepancies in the account
"Action" → Upload file

3. Select "lint of File Names" from the retrieved value.

4. Check the following items.

"Destination Folder Content ID" → Obtain from the URL of the folder where the file will be stored
"File Attachment method" → Use retrieved value / Downloaded file

5. Press "Test", and if "Test Successful" is displayed, click "Save"!

Step 7: Set the Trigger to ON and Complete the Flow Setup

Finally, click "Turn Trigger ON" to complete the automation setup.
Make sure the flow bot starts correctly.

Thank you for setting it up!

If You Want to Send an Email with Outlook When a File is Added to Box

This time, we introduced how to link data from Outlook to Box, but if you want to link data from Box to Outlook, please also use the template below!

Send an Email with Outlook When a File is Added to Box

When a file is added to Box, a notification email is automatically sent via Outlook.
This allows team members to be notified immediately when a new file is added, speeding up operations!

Retrieve a list of files from the Box folder on a specific day each week and share via Outlook

On a specific day each week, retrieve the latest list of files from a designated Box folder and automatically send it via email to relevant parties using Outlook.
This may help prevent information leaks and forgetting to share!

Other Automation Examples Using Outlook and Box APIs

By leveraging the APIs of Outlook and Box, various automations can be achieved!
How about considering the following automations?

Automation Examples Using Outlook

In addition to notifications to Outlook, it is also possible to send data from Outlook to various tools!

Automation Example Using Box

In addition to automatically saving files and sending them to tools, you can also regularly retrieve data from within Box!

Conclusion

By incorporating this data integration, you can significantly reduce the hassle of manual file management and information sharing! I hope you now understand how smoothly file management can be by automatically linking Outlook data to Box!

The key point of using Yoom for data integration is that no programming is required, making it easy for beginners to start with confidence, and it can be set up intuitively without specialized skills.
It's easy to take on the challenge for those who have given up on automation or hesitated before, so why not start data integration at this opportunity?

Create a free account and try it out immediately

Registration is completed in 30 seconds, so try it out in your spare time.
Experience the convenience of automation!