Do everything in one place
Customize your Box and Infusionsoft integration with the following
triggers and actions.
Triggers
When this happens…
Box
- New CSV file in folder BatchNew CSV file in Box
- New event in folder Real-timeNew event in folder
- New/updated file in folderNew/updated file in Box
- New line in CSV fileNew line in CSV file in Box
- New/updated CSV file in folder BatchNew/updated CSV file in Box
- New/updated file metadata in folderNew/updated file metadata in Box
- New/updated folder in folderNew/updated folder in Box
- New/updated sign event in folderNew/updated sign event in Box
Any other trigger you can think up
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
Any other trigger you can think up
Actions
Do this…
Box
- Custom actionCustom action in Box (Custom)
- Add comment to fileAdd comment to file in Box
- Cancel sign requestCancel sign request in Box
- Copy file or folderCopy file or folder in Box
- Create collaborationCreate collaboration in Box
- Create file shared linkCreate shared link for file in Box
- Create folderCreate folder in Box
- Create folder shared linkCreate shared link for folder in Box
- Create file metadataCreate metadata in a file in Box
- Create sign requestCreate sign request in Box
- Delete file or folderDelete file or folder in Box
- Delete file metadataDelete metadata in a file in Box
- Download fileDownload contents from a file in Box
- Get file download URLGet file download URL in Box
- List folder items BatchList files and folders in a specific folder in Box
- Get file comments BatchGet file comments in Box
- Get file metadataGet metadata in a file in Box
- Get sign requestGet sign request in Box
- List sign requests BatchList sign requests in Box
- Rename/move file or folderRename/move file or folder in Box
- Rename other user’s file or folderRename other user's file in Box
- Resend sign requestResend sign request in Box
- Search files or folders BatchSearch files or folders in Box
- Update CSV file in boxUpdate CSV file in Box
- Update file metadataUpdate metadata in a file in Box
- Upload file using file contentsUpload file using file contents to Box
- Upload file using file URLUpload file from public URL to folder
Any other action you can think up
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
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