When a quote is accepted in Wix, update the file name in Box.

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■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

  • Business professionals who use Wix and Box on a daily basis
  • Sales teams who spend a lot of time managing files after quote acceptance
  • IT professionals considering automating business processes
  • Managers who find manual file name changes cumbersome
  • Owners of small and medium-sized enterprises aiming for efficient document management

■Benefits of Using This Template

  • Improved operational efficiency: Eliminates the need for manual file name changes.
  • Reduction of human error: Automation prevents human errors such as overlooking approvals or incorrect file name settings.
  • Time savings: Allows you to focus on other important tasks.
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Wix
Wix
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About the apps you use
Wix
Yoom allows you to integrate with Wix's API without any code, enabling you to automate workflows triggered by events on Wix. For example, you can register contact information received through a Wix form to Mailchimp or Hubspot, or automatically send notifications to chat tools like Slack or Teams when you receive emails or chats on Wix.
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