Once approved in Collaboflow, output the form and upload it to Box.

  1. Apps
  2. CollaboFlow
  3. Once approved in Collaboflow, output the form and upload it to Box.
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■Overview

This is a flow where, once approved in CollaboFlow, a form is output and uploaded to Box.


■Recommended for

1. Those who create forms in CollaboFlow

・Sales assistants who create customer company quotes

・Accounting staff responsible for creating invoices at the end of the month

‍

2. Companies managing data with Box

・Personnel in companies that share data internally

・Sales personnel creating folders for each project


■Benefits of using this template

Designing workflows in CollaboFlow leads to the visualization of business information, contributing to increased accuracy and efficiency in tasks such as sending quotes.
On the other hand, if different storage tools are used to share the created quotes internally, time may be consumed in storing them.
Additionally, if the creator and user of the quote are different, there is a risk of sharing omissions.

This flow is recommended for those who want to share approved quotes internally immediately.
With quotes approved in CollaboFlow being automatically stored in Box, there is no need to manually store the forms.

Moreover, you can customize it to send notifications to Slack or other platforms after storing in Box, preventing any sharing omissions.
‍

‍

■Notes

・Please integrate both CollaboFlow and Box with Yoom.

‍

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What is Yoom hyperautomation?
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Don't Just Connect Apps—Automate Everything
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Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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