When a file is uploaded to Box, find an email address with Hunter and send an email

■Overview

Do you spend too much time manually forwarding files uploaded to Box or searching for email addresses? These routine tasks are not only time-consuming but also carry risks such as data entry errors. This workflow uses a file upload to Box as the trigger, searches for an email address in Hunter, and automatically emails the stored file. By integrating Box with Hunter, you can automate this entire process and work more efficiently.

■Who this template is for

• Anyone who manually emails files uploaded to Box to the appropriate companies
• Anyone who manually handles part of their lead generation process with Hunter and finds it inefficient
• Anyone who wants to automate routine tasks using Box and Hunter and spend more time on higher-value core work

■Benefits of using this template

• Automate everything from uploading a file to Box to searching in Hunter and sending an email, reducing the time spent on manual work.
• Because the system processes everything automatically, it helps prevent human errors such as transcription mistakes and incorrect email address searches.

■How the Flowbot works

1. First, connect Hunter and Box to Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Then, set Box’s “Download a file” action as an operation.
4. Next, set Hunter’s “Search for an email address by domain” action as an operation.
5. Finally, set the email feature’s “Send an email” action as an operation to automatically send an email to the email address retrieved.

※ “Trigger”: An action that starts a flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• With the “Send an email” action, you can freely set the recipient’s email address.
• You can also customize the email body and subject by setting fixed text or embedding information retrieved in previous steps, such as Hunter search results, as variables.

■Notes

• Connect both Box and Hunter to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.