Create a folder in Box when a contact matching specific criteria is created in Apollo

■Overview

Are you manually creating folders in Box to share Apollo contact information acquired through sales activities internally? This simple task not only takes time but can also lead to human errors, such as data entry mistakes. By using this workflow, whenever a contact matching specific conditions is created in Apollo, a folder is automatically created in Box. Automate the integration between Box and Apollo to reduce the burden of manual work.

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■Who this template is recommended for

• Sales representatives who manually register contact information acquired through Apollo in Box
• Those who want to streamline manual user management by integrating Box with Apollo
• Those who use Box to collaborate with external partners and want to reduce the effort required to create folders

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■Benefits of using this template

• A Box folder is automatically created when a contact is created in Apollo, reducing the time required for manual registration
• Eliminating manual data entry helps prevent human errors, such as incorrect registration details and missed responses

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■Flow bot overview

1. First, connect Box and Apollo to Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Next, add a branching function as an operation and set the conditions for contacts whose users you want to create in Box
4. Finally, set Box’s “Create a folder” action as an operation and create a user based on the information retrieved by the trigger

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

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■Customization options for this workflow

• With the branching function, you can freely set conditions for users to be created based on the contact information retrieved from Apollo, such as a “specific job title” or “specific industry”
• For the action that creates a new user in Box, you can freely set the company role assigned to the user

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■Notes

• Connect both Apollo and Box to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest trigger interval varies depending on your plan.
• Branching is an available function (operation) on the Mini plan and above. On the Free plan, the configured flow bot operation 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 functions (operations) that are otherwise subject to plan restrictions.