Connect Box and Agile 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!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Ready to use Box and Agile CRM automations
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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.
New Contact
Triggers when a new contact is created in agile 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
List All Contacts
Retrieves the list of all contacts
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Frequently Asked Questions
To start, connect both your Box and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Box triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Box data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Box and Agile 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 Agile 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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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