Do everything in one place
Customize your Box and Workflow Max 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
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
Workflow Max
- Create contactCreate Contact in WorkflowMax
- Get all suppliersGet all suppliers in WorkflowMax
- Get client details by UUIDGet client details by UUID in WorkflowMax
- Get contact details by UUIDGet Contact by UUID in WorkflowMax
- Get current invoicesGet current invoices in WorkflowMax
- Get current quotesGet current quotes in WorkflowMax
- Get invoice by numberGet invoice details by invoice number in WorkflowMax
- Get inovice paymentsGet payments of invoice in WorkflowMax
- Get job invoicesGet list of invoices for a specific job in WorkflowMax
- Get quote by numberGet quote details by quote number in WorkflowMax
- Get supplier contact by UUIDGet supplier contact by UUID in WorkflowMax
- Get supplier details by UUIDGet supplier by UUID in WorkflowMax
- Search clientsSearch clients in WorkflowMax
- Search invoicesSearch invoices for given date range in WorkflowMax
- Search quotesSearch issued quotes for given date range inWorkflowMax
- Update contactUpdate Contact by UUID in WorkflowMax
Any other action you can think up
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