Do everything in one place
Customize your Box and Freshsales 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
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
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
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
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