Getting Started - Box
Follow these steps to connect your Box and automate your tasks effortlessly.
Step 1: Select Box from viaSocket’s Library of Apps
Select Box: Click on Box to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Box, viaSocket will prompt you to authenticate your Box account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Box data. Click 'Allow and Install' to proceed.
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Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in Box. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.
- Once you are satisfied with the test results, save your step.