When a file is uploaded to a Box folder, extract text with OCR and create a contact in Apollo

■Overview

Are you manually entering business cards and contact lists stored in Box into Apollo, your sales list management tool? This repetitive task is not only time-consuming but can also lead to human errors such as data entry mistakes. This workflow solves these challenges by connecting Box and Apollo via API. When a file such as a business card is uploaded to a specified Box folder, the OCR feature automatically extracts the text and registers it as a contact in Apollo, streamlining manual data entry.

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■Who should use this template

• Sales professionals who use Box and Apollo and want to reduce the effort required for manual data entry
• Anyone who wants to automate contact creation in Apollo from business card images and other files uploaded to Box
• Anyone who wants to automate the process from entering to managing lead information and free up more time to focus on core tasks

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■Benefits of using this template

• Contacts are automatically created in Apollo when a file is uploaded to Box, allowing you to spend the time previously required for manual entry on other tasks
• OCR automatically extracts and registers information, helping prevent human errors such as transcription mistakes and missing contact details

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■How the Flowbot works

1. First, connect your Box and Apollo accounts to Yoom
2. Next, select Box as the trigger, set it to “When a file is uploaded to a folder,” and specify the target folder
3. Then, select Box’s “Download a file” operation and specify the file detected by the trigger
4. Next, configure the OCR operation “Extract text from an image or PDF” to extract text information from the downloaded file
5. Finally, configure Apollo’s “Create a contact” operation, map the information extracted by OCR to the relevant fields, and complete the registration

* “Trigger”: An action that starts the Flowbot. “Operation”: An action that runs within the Flowbot after the trigger is activated

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■Customization options

• In the Box trigger settings, you can specify the ID of any folder that should trigger the Flowbot. This allows you to automate only files uploaded to specific folders, such as “Business Cards” or “Event Leads”

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■Notes

• Connect both Box and Apollo to Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success Plans. On the Free and Mini Plans, operations in configured Flowbots will result in an error.
• Paid plans such as the Team and Success Plans include a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise subject to plan restrictions.
• Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.