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Customize your Box and Infusionsoft integration with the following triggers and actions.

Triggers

When this happens…

Box
  • New CSV file in folder Batch
    New CSV file in Box
  • New event in folder Real-time
    New event in folder
  • New/updated file in folder
    New/updated file in Box
  • New line in CSV file
    New line in CSV file in Box
  • New/updated CSV file in folder Batch
    New/updated CSV file in Box
  • New/updated file metadata in folder
    New/updated file metadata in Box
  • New/updated folder in folder
    New/updated folder in Box
  • New/updated sign event in folder
    New/updated sign event in Box
  • Any other trigger you can think up

Infusionsoft
  • New company
    Company is created in Infusionsoft
  • New contact
    Contact is created in Infusionsoft
  • New order
    Order is created in Infusionsoft
  • New opportunity
    Opportunity is created in Infusionsoft
  • New payment
    New payment in Infusionsoft
  • New tag assigned to contact
    Tag assigned to contact is created in Infusionsoft
  • New/updated contact
    Contact is new or updated in Infusionsoft
  • New/updated order
    Order is new or updated in Infusionsoft
  • New/updated note
    Note is created or updated in Infusionsoft
  • New/updated product
    Product is new or updated in Infusionsoft
  • Product created
    Product created is created in Infusionsoft
  • Updated contact
    Contact is updated in Infusionsoft
  • Updated order
    Order is updated in Infusionsoft
  • Updated opportunity
    Opportunity is updated in Infusionsoft
  • Any other trigger you can think up

Actions

Do this…

Box
  • Custom action
    Custom action in Box (Custom)
  • Add comment to file
    Add comment to file in Box
  • Cancel sign request
    Cancel sign request in Box
  • Copy file or folder
    Copy file or folder in Box
  • Create collaboration
    Create collaboration in Box
  • Create file shared link
    Create shared link for file in Box
  • Create folder
    Create folder in Box
  • Create folder shared link
    Create shared link for folder in Box
  • Create file metadata
    Create metadata in a file in Box
  • Create sign request
    Create sign request in Box
  • Delete file or folder
    Delete file or folder in Box
  • Delete file metadata
    Delete metadata in a file in Box
  • Download file
    Download contents from a file in Box
  • Get file download URL
    Get file download URL in Box
  • List folder items Batch
    List files and folders in a specific folder in Box
  • Get file comments Batch
    Get file comments in Box
  • Get file metadata
    Get metadata in a file in Box
  • Get sign request
    Get sign request in Box
  • List sign requests Batch
    List sign requests in Box
  • Rename/move file or folder
    Rename/move file or folder in Box
  • Rename other user’s file or folder
    Rename other user's file in Box
  • Resend sign request
    Resend sign request in Box
  • Search files or folders Batch
    Search files or folders in Box
  • Update CSV file in box
    Update CSV file in Box
  • Update file metadata
    Update metadata in a file in Box
  • Upload file using file contents
    Upload file using file contents to Box
  • Upload file using file URL
    Upload file from public URL to folder
  • Any other action you can think up

Infusionsoft
  • Custom action
    Custom action in Infusionsoft (Custom)
  • Add line item to Order
    Add line item to order in Infusionsoft
  • Add payment to order
    Add payment to invoice in Infusionsoft
  • Add tax to order
    Add tax to order in Infusionsoft
  • Assign tag to contact
    Assign tag to contact in Infusionsoft
  • Charge an invoice
    Charge an invoice in Infusionsoft
  • Create company
    Create company in Infusionsoft
  • Create contact
    Create contact in Infusionsoft
  • Create note
    Create note in Infusionsoft
  • Create opportunity
    Create opportunity in Infusionsoft
  • Create order
    Create order in Infusionsoft
  • Create product
    Create product in Infusionsoft
  • Create Task
    Create task in Infusionsoft
  • Get company details by ID
    Get company details in Infusionsoft
  • Get contact details by ID
    Get contact details in Infusionsoft
  • Get invoice by ID
    Get invoice by ID in Infusionsoft
  • Get payment plan by Invoice ID
    Get payment plan details by invoice ID in Infusionsoft
  • Get payment by ID
    Get payment by ID in Infusionsoft
  • Get payments by Invoice ID
    Get payments details by invoice ID in Infusionsoft
  • Get product details by ID
    Get product details in Infusionsoft
  • Make contact marketable
    Make contact marketable in Infusionsoft
  • Search companies Batch
    Search companies in Infusionsoft
  • Search contacts Batch
    Search contacts in Infusionsoft
  • Search credit cards Batch
    Search credit cards in Infusionsoft
  • Search invoices Batch
    Search invoices in Infusionsoft
  • Search order items Batch
    Search order items in Infusionsoft
  • Search orders Batch
    Search orders in Infusionsoft
  • Search products Batch
    Search products in Infusionsoft
  • Search tags Batch
    Search tags in Infusionsoft
  • Search tags by contact ID Batch
    Search tags by contact ID in Infusionsoft
  • Search users Batch
    Search users in Infusionsoft
  • Update company
    Update company in Infusionsoft
  • Update contact
    Update contact in Infusionsoft
  • Update note
    Update note in Infusionsoft
  • Update opportunity
    Update opportunity in Infusionsoft
  • Update order
    Update order in Infusionsoft
  • Update product
    Update product in Infusionsoft
  • Any other action you can think up

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