Create a folder in Box when a new person is created in Copper

■Overview

Are you spending too much time manually creating folders in Box every time you add customer information to Copper? Although this is a routine task, handling it manually can lead to human errors such as missed folder creation and naming mistakes. With this workflow, Copper and Box work seamlessly together. Whenever a new Person is created, a dedicated folder is automatically created in Box, helping you eliminate these issues and manage your data more efficiently.

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■Who Should Use This Template

• Sales representatives who manually create folders in Box after registering new customers in Copper
• Teams looking to connect Copper and Box to streamline customer document management
• Teams that want to automate the entire process from registering customer information to creating folders and reduce errors

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■Benefits of This Template

• A Box folder is created automatically whenever you register a new Person in Copper, reducing the time previously spent on manual folder creation
• Prevent human errors such as naming mistakes and missed folder creation, improving the accuracy of your data management

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■Workflow Overview

1. First, connect Copper and Box to Yoom
2. Next, select Copper as the trigger and set the action to “When a new Person is created”
3. Then, set the Copper operation to “Get Person information” to retrieve the details of the Person detected by the trigger
4. Finally, set the Box operation to “Create a folder” and create a folder based on the retrieved Person’s name

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

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■Customization Options

• In the Box operation for creating a folder, you can specify the parent folder where the new folder will be created by entering its ID. This allows you to automatically organize folders for each customer under a specific folder.

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■Notes

• Connect both Copper and Box to Yoom.