Send a notification in Zoho Mail when a file matching specific conditions is uploaded to Box
Launch this workflow to connect
Box &
Zoho Mail
!
■Overview
Do you find it time-consuming to check whenever an important file is uploaded to Box and notify the relevant people by email? Manual processes can also lead to issues such as delayed notifications or missed updates. With this workflow, you can automatically send notifications via Zoho Mail only when a file uploaded to Box meets specific conditions. Automate routine tasks between Zoho Mail and Box to share information quickly and reliably.
■Who should use this template
- Anyone who shares specific files uploaded to Box with their team via Zoho Mail
- Anyone who struggles with the time and effort required to manually share information between Zoho Mail and Box, or with missed notifications
- Anyone who wants to notify relevant people when important files, such as invoices or contracts, are uploaded
■Benefits of using this template
- Automatically send email notifications when a file is uploaded to Box, reducing the time spent on manual communication
- Eliminate manual checks and notifications to prevent human errors such as missed notifications for important files or incorrect recipients
■Workflow steps
- First, connect Box and Zoho Mail to Yoom
- Next, select Box as the trigger and set the “When a file is uploaded to a folder” action
- Then, configure a branch in the operation settings so that the workflow proceeds only when the file meets specified conditions, such as its name or type
- Finally, set the “Send an email” action for Zoho Mail to automatically send a notification email to the relevant people
※ “Trigger”: An action that starts the workflow. “Operation”: An action performed within the workflow after the trigger runs.
■Workflow customization options
- In the Box trigger settings, specify the folder you want to monitor for notifications using its content ID
- With the branching feature, you can set custom conditions for sending notifications, such as when the file name contains specific keywords
- For the Zoho Mail “Send an email” action, select the account you want to use as the sender
■Notes
- Connect both Box and Zoho Mail to Yoom.
- Branching is an operation available on the Mini plan and above. On the Free plan, the operations configured in this workflow will result in an error.
- Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.
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