Add a row to Smartsheet when a file is added to Box

‍■Overview

Do you manually update Smartsheet management sheets every time you upload a file to Box? Manual work like this is not only time-consuming but can also lead to human errors, such as data entry mistakes. With this workflow, you can automate the integration between Box and Smartsheet and automatically add a row whenever a file is stored. This helps prevent missed updates and data entry errors while streamlining your operations.

■Who should use this template

• Those who manually coordinate file management in Box with task management in Smartsheet
• Those who spend too much time transferring data between Smartsheet and Box and cannot focus on their core work
• Those who want to automate workflows triggered by file storage and improve team productivity

■Benefits of using this template

• When a file is uploaded to Box, a row is automatically added to Smartsheet, reducing the time previously spent on manual data entry
• By eliminating the need to manually transfer information, you can prevent human errors such as incorrect file names or related information and missed updates

■Flow

1. First, connect Box and Smartsheet to Yoom
2. Next, select Box as the trigger, set the action to “When a file is uploaded to a folder,” and specify the folder to monitor
3. Finally, select Smartsheet as the operation, set the “Add a row” action, and add information about the uploaded file to the specified sheet

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

■Customization options

• In the Box trigger settings, choose which folder to monitor
• When adding a row to Smartsheet, choose which information—such as the file name retrieved from Box, the file link, and the upload date and time—to add to which columns

■Notes‍

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