Save specific files uploaded to Box to Microsoft SharePoint

■Overview

When using Box and Microsoft SharePoint together, do you find it time-consuming to upload files to both platforms or difficult to manage them? Manually transferring files not only takes time but can also lead to mistakes, such as failing to save important files.
With this workflow, you can automate file storage between Box and Microsoft SharePoint. Whenever a file is uploaded to a specific folder, it is automatically saved to Microsoft SharePoint as well. This eliminates the challenges of manual file management and streamlines your operations.

■Who This Template Is For

• Anyone who uses Box and Microsoft SharePoint together and finds manual file transfers time-consuming
• IT team members who want to automate file transfers between Box and Microsoft SharePoint and prevent human error
• Team leaders who want to standardize the file-sharing process and reduce reliance on individual expertise

■Benefits of Using This Template

• Files are automatically saved to Microsoft SharePoint when they are uploaded to Box, reducing the time spent on manual file management.
• Eliminating manual file transfers helps reduce the risk of human error, such as missed saves or uploading the wrong files.

■Flow Bot Steps

1. First, connect Box and Microsoft SharePoint to Yoom.
2. Next, select Box as the trigger and set the “When a file is uploaded to a folder” action.
3. Then, configure the branching feature in the operation to split subsequent processes based on specific conditions, such as the type of uploaded file.
4. Next, set the Box “Download a file” action in the operation and specify the file detected by the trigger.
5. Finally, set the Microsoft SharePoint “Upload a file” action in the operation and upload the downloaded file to the specified location.

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

■Customization Options

• In the Box trigger settings, enter the content ID of the folder you want to use as the starting point for the integration.
• With the branching feature, you can use information obtained by the previous trigger, such as the file name or file size, to set custom conditions for branching subsequent operations.
• When uploading a file to Microsoft SharePoint, you can set fixed values or information retrieved from Box in previous steps as variables for items such as the destination site, folder, and file name.

■Notes

• Connect both Box and Microsoft SharePoint to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
• For details on the file size limits for triggers and individual operations, see below.
  See details here
• Branching is a feature (operation) available 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, 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.