Connect Close and Box
Integrate Close with Box to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Folder in Box when Lead Status Change Updated in Close CRM
Add Comment to file in Box when Lead Status Change Updated in Close CRM
Add Task to File in Box when Lead Status Change Updated in Close CRM
Add User as Collaborator in Box when Lead Status Change Updated in Close CRM
Move/Copy file in Box when Lead Status Change Updated in Close CRM
Popular Close + Box flows
Start from a real workflow other teams are already running.
Choose a trigger
Close
When this happens...
New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report
Choose an action
Box
Automatically do this!
Create Folder
Add Comment to file
Add Task to File
Add User as Collaborator
Move/Copy file
Create Folder in Box when Lead Status Change Updated in Close CRM
Use this flowAdd Comment to file in Box when Lead Status Change Updated in Close CRM
Use this flowAdd Task to File in Box when Lead Status Change Updated in Close CRM
Use this flowAdd User as Collaborator in Box when Lead Status Change Updated in Close CRM
Use this flowMove/Copy file in Box when Lead Status Change Updated in Close CRM
Use this flowCreate Folder in Box when Lead Deleted from Close
Use this flowAdd Comment to file in Box when Lead Deleted from Close
Use this flowAdd Task to File in Box when Lead Deleted from Close
Use this flowAdd User as Collaborator in Box when Lead Deleted from Close
Use this flowMove/Copy file in Box when Lead Deleted from Close
Use this flowSupported Triggers & Actions
Everything you can automate between Close and Box.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Close integrations.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
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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AI will build it for you
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 Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Close and Box 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 Close and Box 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 Box. No coding required.
Yes. You can set up a workflow where Close triggers actions in Box, and a separate workflow where Box triggers actions in Close. 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 Close and Box. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and Box integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
