Connect Box and OneHash CRM
Integrate Box with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Box + OneHash CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Box
When this happens...
New Event
New File
New Folder
Task Assigned to you
New Comment
Choose an action
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create new lead in OneHash CRM when New Event in Box
Use this flowUpdate lead details in OneHash CRM when New Event in Box
Use this flowCreate a record in OneHash CRM when New Event in Box
Use this flowFind Or Create Lead in OneHash CRM when New Event in Box
Use this flowCreate new lead in OneHash CRM when New File in Box
Use this flowUpdate lead details in OneHash CRM when New File in Box
Use this flowCreate a record in OneHash CRM when New File in Box
Use this flowFind Or Create Lead in OneHash CRM when New File in Box
Use this flowCreate new lead in OneHash CRM when New Folder in Box
Use this flowUpdate lead details in OneHash CRM when New Folder in Box
Use this flowSupported Triggers & Actions
Everything you can automate between Box and OneHash CRM.
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 Record
runs when new record is created
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 new lead
Create a new lead in OneHash CRM
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Box and OneHash CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Box and OneHash CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach OneHash CRM. No coding required.
Yes. You can set up a workflow where Box triggers actions in OneHash CRM, and a separate workflow where OneHash CRM triggers actions in Box. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Box and OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Box and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
