Connect Box and ezzycrm to Build Intelligent Automations

Choose a Trigger

Box

When this happens...

Choose an Action

ezzycrm

Automatically do this!

Enable Integrations or automations with these events of Box and ezzycrm

Enable Integrations or automations with these events of Box and ezzycrm

Triggers

New Event

New Event

Triggered when a new event is performed.

New File

New File

Trigger when a new file add to folder.

New Folder

New Folder

Triggers when you add a new folder

Task Assigned to you

Task Assigned to you

Triggered when you are assigned a task

New Comment

New Comment

Triggers when someone comments on a file in a folder you own/collaborate on.

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Actions

Create Folder

Create Folder

Create a new folder at the path you specify

Add Comment to file

Add Comment to file

Adds a new comment to a file

Add Task to File

Add Task to File

Adds a task to a file

Add User as Collaborator

Add User as Collaborator

Add an individual user as collaborator on a folder

Move/Copy file

Move/Copy file

Moves or copies file from one folder to another

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Frequently Asked Questions

How do I start an integration between Box and ezzycrm?

To start, connect both your Box and ezzycrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Box triggers actions in ezzycrm (or vice versa).

Can we customize how data from Box is recorded in ezzycrm?

Absolutely. You can customize how Box data is recorded in ezzycrm. This includes choosing which data fields go into which fields of ezzycrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Box and ezzycrm?

The data sync between Box and ezzycrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Box to ezzycrm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Box and ezzycrm?

Yes, you can set conditional logic to control the flow of data between Box and ezzycrm. 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.

Box

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.

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ezzycrm

About ezzycrm

EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

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