Box

File Management & Storage

Zoho CRM

CRM (Customer Relationship Management)

Integrations Box Zoho CRM

Create integrations between Box and Zoho CRM

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Search a record in Zoho-crm when New Event in Box

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Update a lead in Zoho-crm when New Event in Box

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Create a Note in Zoho-crm when New Event in Box

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Create a lead in Zoho-crm when New Event in Box

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Search a record in Zoho-crm when New File in Box

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Update a lead in Zoho-crm when New File in Box

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Create a Note in Zoho-crm when New File in Box

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Create a lead in Zoho-crm when New File in Box

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Search a record in Zoho-crm when New Folder in Box

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Update a lead in Zoho-crm when New Folder in Box

Actions and Triggers

Triggers

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.

Actions

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

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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