Create integrations between Box and Kylas CRM
Create Lead in Kylas CRM when New Event in Box
Create Contact in Kylas CRM when New Event in Box
Create Company in Kylas-crm when New Event in Box
Search Company in Kylas-crm when New Event in Box
Create Deal in Kylas CRM when New Event in Box
Create Lead in Kylas CRM when New File in Box
Create Contact in Kylas CRM when New File in Box
Create Company in Kylas-crm when New File in Box
Search Company in Kylas-crm when New File in Box
Create Deal in Kylas CRM when New File in Box
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.
New Lead
Triggers when a new lead is created in Kylas CRM.
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 Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
Learn More
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