Connect Box and LionDesk 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 Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use Box and LionDesk 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.
New Contact
Triggers when a new contact is created in Liondesk.
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 Contact
Creates a new contact in Liondesk.
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Frequently Asked Questions
To start, connect both your Box and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Box triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Box data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Box and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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