Create a folder in Box when a new contact matching specific conditions is created in Close

■Overview

Do you use Close for customer management and Box for file management, but find it time-consuming to manually create a folder every time new customer information is added?
With this workflow, a folder is automatically created in Box whenever a new contact matching specific criteria is created in Close, helping eliminate the inefficiencies and data entry errors associated with manual processes.

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■Recommended for

• Sales representatives who use Close and Box and find manual data transfers time-consuming
• Those who want to streamline operations by automating the process from adding contacts to Close to creating folders in Box
• Those who want to standardize the sales team's file management processes and reduce reliance on individual employees

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■Benefits of using this template

• A Box folder is automatically created whenever a contact is added to Close, reducing the time spent on manual tasks.
• Prevent human errors such as missed folder creation and incorrect customer names, improving management accuracy.

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■Workflow steps

1. First, connect Box and Close with Yoom.
2. Next, select Close as the trigger and set the “When a new contact is created” action.
3. Then, configure branching in the operation so that subsequent actions run only when specific conditions are met.
4. Finally, set the Box “Create a folder” action in the operation to create a folder based on the information retrieved by the trigger.

*“Trigger”: An action that starts a workflow. “Operation”: An action that processes data within a workflow after the trigger runs.

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■Customization options

• For the Box folder creation action, enter the ID of the parent folder where you want to create the folder.
• For branching, you can set execution conditions based on information retrieved from Close, such as the contact status.

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■Notes

• Connect both Close and Box with Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations that use branching will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.