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

■Overview

When integrating task management in Close with file management in Box, do you find it time-consuming to create folders manually each time? Manual folder creation can also lead to missed folders and naming errors.

With this workflow, whenever a task that meets specific conditions is created in Close, a folder is automatically created in Box. This eliminates these challenges and keeps your workflow running smoothly.

■Recommended for

• Anyone who wants to connect Close and Box to streamline workflows related to customer management and tasks
• Anyone who spends too much time creating folders manually and struggles to focus on core business activities
• Anyone who wants to prevent missed folders and naming errors based on tasks and improve operational accuracy

■Benefits of this template

• A Box folder is automatically created whenever a task is created in Close, reducing the time spent on manual work.
• Prevent human errors such as missed folder creation and incorrect naming conventions to improve data management accuracy.

■How the Flowbot works

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 “Get task information” action as an operation to retrieve detailed information about the task detected by the trigger.
4. Next, set up branching as an operation and define the conditions for whether to proceed with subsequent actions based on the retrieved task information.
5. Finally, set the Box “Create a folder” action as an operation to create a specified folder when the conditions are met.

■Customization options

• For the Close task information retrieval operation, reference the ID of the task detected by the trigger to retrieve information for the specific task.
• With branching, you can freely define conditions based on information such as the task subject or assignee, such as “when the subject contains specific text.”
• For the Box folder creation operation, specify where to create the folder (the parent folder), and dynamically set the folder name by referencing the task name or other information retrieved from Close.

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

■ Notes

• Connect both Close and Box to Yoom.
• The trigger interval can be set to 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the Flowbot 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 otherwise restricted.