It's no fun wrangling files in a chaotic network of folders. You need a system for managing documents or at least a tool like Box. Even with both, your files can still end up in the wrong folders or get scattered across shared drives and email threads.
But not with automation. By connecting Box to your business-critical apps with Zaps—our word for automated workflows—you can spend less time fussing over file organization and instead ensure an accurate flow of documents across systems and teams. You'll free yourself of manual tasks and unlock more time to collaborate, even as your file library expands. Read on to learn how to automate your Box workflows.
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Table of contents
Send notifications for new files in Box
When collaborating in a shared Box folder, it's important to stay on top of every new file. If you're aware of additions, you're more likely to quickly notify teammates about critical updates or tackle time-sensitive tasks without delay.
To stay in the know, set up these Zaps to email yourself (or your team members) whenever a new file is uploaded to a Box folder. You can even attach the file to the email if it's small enough. Or, if Slack is more your thing, you can set the Zap to automatically send a notification to a specific channel every time a new file is added to your folder.
Send Gmail notifications for new Box files
Box + Gmail
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Need to collaborate with people inside or outside your organization? Letting them know what files are added to your Box account can be pretty helpful. This Box Gmail integration lets you trigger an email via Gmail for new files uploaded to a specific folder in Box.
Send Email messages when files are added to Box
Box + Email by Zapier
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If you need to notify others when new files are added to Box, this Zapier integration send an email automatically when Box has a new file added. Optionally, you can even include the file in the message as an attachment, as long as it's small enough to include as an email attachment.
Send an email in Microsoft Outlook for every new file in Box
Box + Microsoft Outlook
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Stay updated with your Box files and manage your communication effortlessly. With this workflow, whenever a new file is added to Box, an email is sent through Microsoft Outlook informing you or your team about the update. This automation not only keeps your communication streamlined but also ensures you never miss out on important file updates in Box. Perfect solution for seamless file tracking and efficient communication management.
Get notified in Slack when a file is added to your Box Folder
Box + Slack
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Have a shared Box folder that you'd like to watch for new files? Use this Box to Slack Zapier integration to get notified automatically every time a new file is added to a specified Box folder.
Automatically upload files to Box
If Box serves as the central location for all your business files, it probably houses content from a variety of sources—like emails, contracts, and online forms. Connect all your tools with automation, and you can shed the responsibility of tracking each source and then transferring files into Box yourself. Especially if you anticipate adding more source types, it's more efficient to let computers do that repetitive work for you.
Have an overflowing inbox? Automatically forward incoming email attachments into Box from Gmail or your custom Email by Zapier address. These workflows can also create new folders in Box based on preset labels for incoming emails, so documents are always where they need to be.
Email files to Box
Email by Zapier + Box
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Want a simple way to email files into Box? With this integration, you can setup a special email address and then whenever you email a file to that address Zapier will copy it over to the folder in Box you've chosen. It's a simple way to move files to Box, or forward email attachments you receive to make it easy to save email attachments to Box.
Save Gmail attachments to Box in their original file format [Business Gmail Accounts Only]
Gmail + Box
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Box makes it easy to make sure your files are always available, and are easily shareable with your team or peers. With this Gmail and Box integration you can save your income Gmail attachments to Box so that all your files are easily accessible.
Create folders in Box for new labeled emails in Gmail
Gmail + Box
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Store your important Gmail emails easily with this integration. Once it's active, this Zap automatically generates a new folder in Box as soon as a new email is labeled in your Gmail account.
You can also let automation route signed contracts from emails to their designated folders in Box. This keeps your records organized, so everyone who needs to review a document or contract knows where to access them.
Upload PDF to Box when PandaDoc documents are completed
PandaDoc + Box
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Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.
Upload completed DocuSign envelopes to Box as new files
Docusign + Box
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Save time and streamline your document management process with this seamless workflow between DocuSign and Box. When an envelope is sent or completed in DocuSign, this automation uploads the signed document directly to your Box account, ensuring your files stay organized and up-to-date without any manual intervention.
Upload newly signed BoldSign documents to Box
BoldSign + Box
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Are you tired of manually saving signed BoldSign documents in different locations? With this integration, you can automate the storage process by uploading newly completed documents to Box. This makes it easy to archive all your signed contacts in a single location. Once you set up this Zapier template, every time a new document is completed in BoldSign, it will automatically be uploaded to Box. No more manual data entry or duplicate work!
Staying on top of documents collected from forms is just as simple. For instance, you can set up a Zap to automatically upload files submitted via Typeform, Gravity Forms, and Jotform directly into Box. And again, you can specify the specific folder to which files are saved.
Save new Gravity Forms uploads to Box
Gravity Forms + Box
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Use this integration to save your Gravity Forms file uploads in Box as the forms are submitted. Zapier can monitor your Gravity Forms account, and as new forms are submitted, automatically save a copy of any file upload to a Box folder.
Add new Typeform file uploads to Box
Typeform + Box
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Typeform is not only a great tool for gathering text responses, but an app that can collect files from respondents, too. If you depend on Box though, transferring files from one app to another can be a tedious task. Use this Typeform Box integration instead and start automatically submitting files to your online storage.
Upload new Jotform submissions as files in Box
Jotform + Box
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Effortlessly organize and store new submissions from Jotform by setting up this seamless workflow. When a new submission is received in Jotform, this automation will upload the file directly to your Box account. Say goodbye to manual file transfers and keep your data storage efficient and up-to-date.
Keep records of documents in Box
While Box is great for organizing and storing your files, you might want to keep a record of the documents you add in a spreadsheet tool. You can delegate record-keeping to automation, which can zip through the process of logging file names, upload dates, and folder paths in minutes.
Each time a new file is added to Box, these workflows will instantly create a new record in a tool like Google Sheets or Airtable, complete with all the details you need. That way, you'll have an accurate record of all files in your Box account without any manual intervention.
List new Box files in a Google Sheets spreadsheet
Box + Google Sheets
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Use Google Sheets to easily compile a list of new Box files automatically as they're added to your Box folder. Zapier can monitor a Box folder and will add a row to your Google Sheets spreadsheet whenever a new file is added. It's a simple way to keep a record of everything added to Box.
Save new Box documents to Airtable
Box + Airtable
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Now you can organize and share links to your Box documents right within Airtable. This Zapier integration automatically copies links Box documents into an Airtable base.
Manage files across drives
Sometimes, storing copies of your files in multiple locations ensures they're always available when and where you need them. For instance, your team might use Box for document management but rely on another platform like Dropbox for collaboration. Either way, being able to access your files on both apps helps keep everyone on the same page.
But the constant copy-pasting of files from one tool to another slows you down. Instead, use automation to keep everything connected, so you and your team can get important work done in a flash.
Copy new Google Drive files to a folder in Box
Google Drive + Box
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Want a simple way to copy your Google Drive files over to Box, perhaps to collaborate with others who prefer to use Google Drive or Box? This Zapier integration will automatically archive copies of new Google Drive files in a folder to a Box account. Whenever you add a new file to Google Drive, Zapier will automatically copy it over to Box.
Copy new Dropbox files to Box
Dropbox + Box
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Managing your files across two repositories is tedious. Use Zapier to copy new files created in Dropbox to Box. Once you have set up this DropBox to Box integration new files in Dropbox will be automatically copied to Box.
Copy new Box files to Google Drive
Box + Google Drive
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If your team uses Google Drive for collaboration, and you receive new files in Box, Zapier can copy these files to your Google Drive account automatically. After you have set up this integration, your new Box files will be saved automatically in Google Drive. It's the perfect way to collaborate and use the file sharing tools that are best for everyone.
And if you need to keep multiple copies of the files in your Box account, whether for department-specific access or in a client-specific folder, set up this Zap. It'll automatically duplicate documents added to a particular Box folder and save the copy in a different one. No more manual work, no more worrying about missing a file.
Copy new Box files to different folders
Box
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Sometimes you need copies of files for different purposes, like having one for archival and another for work. Set up this Box integration and you can wave goodbye to your past copy-pasting. From then on, whenever a new file is added to your chosen folder on Box Zapier will automatically copy it over to another folder for you!
Automate your file management workflows with Zapier
Call it magic: When you connect Box to the other tools you use daily, your files will glide across communication channels, your team will instantly learn of new important docs, and your files will sort themselves. Which means you'll speed up repeatable work, collaborate better, and be more productive.
And that's just the start of what you can do with Box and Zapier. What will you automate first?
