Connect Box and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New File
New Folder
Task Assigned to you
New Comment
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Box and ATZ CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggered when a new event is performed.
New File
Trigger when a new file add to folder.
New Folder
Triggers when you add a new folder
Task Assigned to you
Triggered when you are assigned a task
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Add contact
Add a new contact to ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Box integrations.
Create Folder
Create a new folder at the path you specify
Add Comment to file
Adds a new comment to a file
Add Task to File
Adds a task to a file
Add User as Collaborator
Add an individual user as collaborator on a folder
Move/Copy file
Moves or copies file from one folder to another
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
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Frequently Asked Questions
To start, connect both your Box and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Box triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Box data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Box and ATZ CRM 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 Box and ATZ CRM. 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.
About Box
Box 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.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn More
