
When this happens...
New Account Created
New Contact
Contact Is Updated

Automatically do this!
Create Folder
Add Comment to file
Add Task to File
Add User as Collaborator
Move/Copy file
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new account is created in Apollo.
Runs when a new contact is created in Apollo.
Runs when an existing contact is updated.
Triggered when a new event is performed.
Trigger when a new file add to folder.
Triggers when you add a new folder
Action is the task that follows automatically within your Apollo integrations.
Creates a new account in Apollo using the details you provide.
Creates a new contact in your team's Apollo account.
Creates a new deal in your Apollo account.
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Updates an existing Apollo account with the provided account details and owner.
Search for contacts by name, job title, company, or email and return matching contact information.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Apollo and Box accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Box (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Box. This includes choosing which data fields go into which fields of Box, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Box typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apollo and Box. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreBox is a cloud-based content management and file-sharing platform designed for businesses and individuals. It enables users to store, share, and collaborate on documents and files securely. Box is widely used for document management, file sharing, and team collaboration in both small businesses and large enterprises.
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