Create a new folder in Box when a new task is created in Close

■Overview

When managing tasks in Close, do you find it time-consuming to manually create folders in Box and store related files each time? Especially when handling multiple deals at once, missed folders or naming errors can make it difficult to find documents later. This workflow automatically creates a related folder in Box whenever a task is created in Close, streamlining your processes.

■Who This Template Is For

• Sales professionals who manage customer-related tasks in Close and store related documents in Box
• Teams looking to connect Close and Box to standardize file management across the organization
• Managers who want to eliminate manual work in customer and deal management and focus on sales activities

■Benefits of Using This Template

• Save time by automatically creating a folder in Box whenever you create a task in Close, eliminating the need to manually create and move folders
• Prevent missed folders and naming errors caused by manual work, improve file management accuracy, and reduce the risk of human error

■Workflow

1. First, connect Close and Box to Yoom
2. Next, select Close as the trigger and set the action to “When a new task is created”
3. Then, set the Close “Retrieve task information” action as an operation to retrieve the details of the task that triggered the workflow
4. Finally, set the Box “Create a folder” action as an operation to create a new folder in the specified location

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

■Customization Options

• In the Box folder creation action, you can specify any parent folder for the new folder. For example, you can create it within a folder for a specific customer or fiscal year
• You can freely set the folder name by combining Close task information retrieved in the previous operation, such as the task name, and apply a naming convention that makes files easier to manage

■ Notes

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