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

■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.

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■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

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■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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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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When a form is submitted on Wix, update the contact information in Mailchimp.

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A business workflow that automatically updates Mailchimp when a form is submitted on Wix. Save time and efficiently manage the latest customer information.

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About the apps you use

Wix

see details

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Add a task to Wrike when a form is submitted on Wix.

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Add a task to Wrike when a form is submitted on Wix.

Add content received on Wix to Google Sheets.

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When a form is submitted on Wix, update the contact information in Mailchimp.

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A business workflow that automatically updates Mailchimp when a form is submitted on Wix. Save time and efficiently manage the latest customer information.

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When a form is submitted on Wix, update the contact information in Mailchimp.

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