Create a folder in Box using information from a Yoom database
Create a folder in Box using information from a Yoom database
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Box
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■Overview
Do you find it time-consuming to repeatedly create folders in Box manually whenever you gain a new project or customer? While the task itself is simple, it takes time to maintain consistent naming conventions and create folders in the same hierarchy every time, and it can also lead to mistakes such as missed folder creation. With this workflow, you can simply select a record in the Yoom database to automatically create a folder in Box according to your configured naming conventions, helping reduce these challenges.
■Who This Template Is For
- Anyone who manages customer or project information in the Yoom database and manually creates folders in Box each time
- Anyone who wants to prevent human errors such as inconsistent folder naming and missed folder creation
- Anyone who wants to automate routine folder creation tasks in Box and focus on core work
■Benefits of Using This Template
- Folders are created automatically in Box simply by selecting a record from the Yoom database, reducing the time previously spent on manual work.
- Prevent human errors such as missed folder creation and incorrect naming conventions, helping maintain data management quality.
■Flowbot Overview
- First, connect Box to Yoom.
- Next, select “Yoom Database Trigger” as the trigger and configure the “Select a target record from the database” action.
- Finally, configure Box’s “Create a folder” action as an operation so that a folder is created based on the information retrieved from the Yoom database.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- For the Yoom database configured as the trigger, select any database you use, such as a project management or customer management database.
- When creating a folder in Box, you can choose where to create it and which information from the Yoom database, such as the company name or project name, to use as the folder name.
■Important Notes
- Connect each Box account to Yoom.
- Box is available on the Mini plan and above. Please note that on the Free and Personal plans, operations and data connections for configured Flowbots that use Box will result in errors.
- Paid plans such as the Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions. For details, please see the Pricing Plans page.
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About the apps you use
Box
Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Uploaded to a Folder
When a Comment Is Created
When a File Name Is Changed
When a Comment Is Updated
When a Selected Event Occurs
When a File in a Folder Is Deleted
Flowbot operations
Download File
Get List of Items in Folder
Create Folder
Search Content in Specific Folders
Copy File
Upload File
Get File Information
Upload File Version
Create New User
Add User to Group
Delete Registered Webhook
Rename Folder
Move Folder
Get Folder Information
Get List of Collaboration Information for a Specific Folder
Update Collaboration
Get Collaboration Information
Rename File
Flowbot triggers
When a File Is Uploaded to a FolderWhen a Comment Is CreatedWhen a File Name Is ChangedWhen a Comment Is UpdatedWhen a Selected Event OccursWhen a File in a Folder Is Deleted
Flowbot operations
Download FileGet List of Items in FolderCreate FolderSearch Content in Specific FoldersCopy FileUpload FileGet File InformationUpload File VersionCreate New UserAdd User to GroupDelete Registered WebhookRename FolderMove FolderGet Folder InformationGet List of Collaboration Information for a Specific FolderUpdate CollaborationGet Collaboration InformationRename FileMove FileCopy FolderCreate CollaborationSearch ContentAdd Shared Link to FolderAdd or Update File TagsGet File Tag InformationCreate a Shared Link for a FileCreate Metadata Instance on FileUpdate File Metadata InstanceGet File Metadata InstanceDelete File Metadata InstanceGet Group ListDelete FileMore inspiration for you
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