Create a Folder in Box Based on a Specific Slack Post
This flow creates a folder in Box based on a specific post received in Slack.
It enables centralized information management and allows for smooth organization of related files.
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"Did anyone save this file?"
"Where was that document uploaded...?"
As interactions on Slack increase, are you finding it more cumbersome to manage files? Missing documents someone uploaded or spending time searching for them later can accumulate into a significant loss before you realize it. The integration of Slack and Box can alleviate these daily concerns. For instance, files posted on Slack can be automatically uploaded to Box, or a specific post can trigger the creation of a folder in Box, eliminating the need for manual operations.
This time, we will introduce how to automate without code while showing the actual app integration screen! It's a must-see for those struggling with the stress of file organization.
By using Yoom, you can easily integrate Slack and Box without code.
Yoom provides templates for integrating Slack and Box in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating Slack and Box via API, you can automatically transfer data from Slack to Box! For example, you can automatically execute data transfers like the ones below without human intervention.
This is a flow where a file is uploaded to Box when it is posted on Slack.
It helps prevent forgetting to download files and improves the efficiency of file management.
This flow creates a folder in Box based on a specific post received in Slack.
It enables centralized information management and allows for smooth organization of related files.
This flow moves Box files based on specific posts received in Slack.
It eliminates the need to manually move files, thus improving work efficiency.
Let's get started by creating a flow that integrates Slack and Box! This time, we'll use Yoom to proceed with the integration of Slack and Box without any coding. If you don't have a Yoom account yet, please create one using the link below.
[What is Yoom]
We will create a flow that integrates data received in Slack with Box!
The creation process is broadly divided into the following steps.
First, integrate Slack and Box with My Apps.
After logging into Yoom, click "Add" from "My Apps" in the left menu.
[For Slack]
1. Search for "Slack" and select Slack from the app list.
2. Sign in to the Slack account you want to integrate with Yoom. Then, configure the following settings:
After completing the settings, click "Allow".
This completes the integration of Slack with My Apps.
[For Box]
1. Search for "Box" and select Box from the app list.
2. Log in to the Box account you want to integrate with Yoom.
Enter your email address and password, then click "Approval".
3. A permission screen for access to Yoom will be displayed.
Check the access permissions and click "Grant Access to Box".
This completes the integration of Box with My Apps.
Once the integration with My Apps is complete, let's set up the template right away.
Click "Try it" on the banner below to copy the template.
When a template is copied to Yoom, the following screen will be displayed, so press "OK".
(1) Click on "When a file is posted to the channel" at the top of the template.
(2) Select the Slack account information you want to operate the flow with under "Account information connected to Slack" and click "Next".
(3) Select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to set the shortest time.
※Please note that the activation interval varies depending on the plan.
(4) Set the channel ID that suits the operation of the flow in "Channel ID".
A list of channel IDs within the integrated Slack account will be displayed under "options".
Select the channel ID that suits the operation.
(5) Post a message with a file attached temporarily to the set Slack channel.
Then click "Test" and run the test.
Check if the test is successful and if the file information is extracted in the "Retrieved value".
If there are no issues, click "Save" to complete the setup.
(1) Click on "Download file" in the template.
(2) Select the Slack account integrated in Step 3 under "Linked Account".
(3) Select "Download link" from "When a file is posted to the channel" in "Retrieved value" for "File Download Link".
(4) After running the test, if successful, you will be able to download the set file. Click "Download" to actually download the file and check it.
If there are no issues, click "Save" to complete the setup.
(1) Click on "Upload file" in the template.
(2) Select the Box account information you want to integrate with under "Linked Account" and click "Next".
(3) Set the "File name" as desired. If setting manually, be sure to include the extension like ".pdf".
You can also quote the file name extracted in Step 3 by selecting "File name" from "When a file is posted to the channel" in "Retrieved value".
(4) Set as follows:
Once the setup is complete, click "Test" to run the test.
(5) Confirm that "Test successful" is displayed.
Open the set Box folder and check if the file is actually uploaded.
If there are no issues, click "Save" to complete the setup.
This completes all the settings.
After completing the settings, a pop-up like the one below will be displayed, so turn on the trigger.
Check if the flow operates normally!
This time we introduced how to integrate data from Slack to Box, but if you want to integrate data from Box to Slack, please also use the template below.
This is a flow that notifies Slack when a file is uploaded to Box.
Smooth information sharing can be expected.
This is a flow to transfer files to Slack when they are uploaded to Box.
It is expected to improve the efficiency of file sharing between teams.
By leveraging the APIs of Slack and Box, various automations can be achieved.
You can automatically update customer information based on content posted on Slack, or automatically notify Slack when a process is performed in a specific app!
You can automatically send email notifications when a file is uploaded to Box, or automatically upload files received in chat tools to Box!
How was it? By integrating Slack and Box, you can potentially solve daily issues such as "wanting to avoid forgetting to save files," "wanting to centrally manage information," and "wanting to reduce unnecessary effort to focus on work." Automating file storage and organization on Box based on files and posts exchanged on Slack can greatly improve the overall work efficiency of your team.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily achieve integration between Slack and Box without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can immediately experience automatic integration.
Why not start a stress-free, smart way of working with the automatic integration of Slack and Box?