Create integrations between Box and HelloLeads CRM
Get User in Box when When Lead Becomes Customer in HelloLeads CRM
Create Folder in Box when When Lead Becomes Customer in HelloLeads CRM
Find a Folder in Box when When Lead Becomes Customer in HelloLeads CRM
Add Comment to file in Box when When Lead Becomes Customer in HelloLeads CRM
Add Task to File in Box when When Lead Becomes Customer in HelloLeads CRM
Add User as Collaborator in Box when When Lead Becomes Customer in HelloLeads CRM
Move/Copy file in Box when When Lead Becomes Customer in HelloLeads CRM
Get User in Box when New Lead Added to HelloLeads CRM
Create Folder in Box when New Lead Added to HelloLeads CRM
Find a Folder in Box when New Lead Added to HelloLeads CRM
Actions and Triggers
When this happensTriggers
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.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
Do thisActions
Get User
Get details of current User
Create Folder
Create a new folder at the path you specify
Find a Folder
Search for a specific folder by its name.
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
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Frequently Asked Questions
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 HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn More
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