Connect Box and Dealpath to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Box and Dealpath together. Build enterprise-grade automation in minutes.

Our most popular template

Create Box folders for new Dealpath deals
Details
Try it
Dealpath + Box
Add new Dealpath files to Box
Details
Try it
Dealpath + Box

Create Box folders for new Dealpath deals

Details

Try it

Dealpath + Box

Add new Dealpath files to Box

Details

Try it

Dealpath + Box

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Box with Dealpath - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Comment" from Box.

Add your action

An action happens after the trigger—such as "Attach Deal to Investment" in Dealpath.

You’re connected!

Zapier seamlessly connects Box and Dealpath, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
Try It
- Folder
  Required
- Share
Trigger
Polling
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write

- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write

- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search
Asset Updated
Triggers when an asset is updated in Dealpath.
Trigger
Instant
Try It
Field Edited
Triggers when a custom field value changes. Can be filtered by entity type and specific field.
Trigger
Instant
Try It
File Updated
Triggers when a file is modified (renamed, moved, or tags changed).
Trigger
Instant
Try It
New Asset Created
Triggers when a new asset is created in Dealpath.
Trigger
Instant
Try It
New Loan Created
Triggers when a new loan is created in Dealpath.
Trigger
Instant
Try It
Property Updated
Triggers when a property is updated in Dealpath.
Trigger
Instant
Try It
- Asset ID
  Required
- Loan ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Deal Name
  Required
- Deal Type
- Property IDs
Action
Write
- Deal ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Deal
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Tenant Name
  Required
- Property ID
  Required
- Begin Date
  Required
- Suite ID
  Required
- Leased Area
  Required
Action
Write
- Loan Name
  Required
- Attach Loan To
  Required
- Loan Type
  Required
- Loan Status
  Required
Action
Write
- Asset ID
  Required
Action
Write
- Asset ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- File ID
  Required
Action
Write
- Loan ID
  Required
Action
Write
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal
  Required
- Property
  Required
Action
Write
- File ID
  Required
- File Name
  Required
- File Content Type
  Required
Action
Write
- Deal
  Required
- Deal Name
  Required
Action
Write
- Asset ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Investment ID
  Required
- Investment Name
  Required
Action
Write
- Loan ID
  Required
- Loan Name
- Loan Type ID
- Loan Status ID
Action
Write
- Person Type
  Required
Action
Search
- Property IDs
- Updated Before
- Updated After
Action
Search
- Property IDs
- Investment IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Investment ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Derived Field ID
Action
Search
- Property ID
  Required
- Field Definition IDs
- Linked Entity IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Deal ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Investment IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Role Definition IDs
Action
Search

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search
Deal Updated
Triggers when a deal is updated in Dealpath.
Trigger
Instant
Try It
File Created
Triggers when a new file is uploaded to a deal or asset.
Trigger
Instant
Try It
Loan Updated
Triggers when a loan is updated in Dealpath.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created in Dealpath.
Trigger
Instant
Try It
New Property Created
Triggers when a new property is created in Dealpath.
Trigger
Instant
Try It
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Loan ID
  Required
Action
Write
- Deal ID
  Required
- Property ID
  Required
Action
Write
- Asset Name
  Required
- Asset Type
  Required
- Property IDs
Action
Write
- Asset ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Asset
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Investment Name
  Required
- Deal IDs
- Asset IDs
- Investment Type
  Required
Action
Write
Create List Option
Creates a new option for a list/dropdown field in Dealpath.
Action
Write
- Property Name
  Required
- Property Type
  Required
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition ID
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
Action
Write
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Asset Name
  Required
Action
Write
- Deal ID
  Required
- Deal Status
  Required
Action
Write
- Deal ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
Action
Write
- Property ID
  Required
- Property Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Record Type
- Search Query
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Field Definition ID
  Required
- Sparse (Only Populated Fields)
- Deal IDs
- Property IDs
- Investment IDs
- Derived Field ID
Action
Search
- Deal ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Loan ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Asset ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Search
Action
Search
- Deal ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Property IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Property ID
  Required
Action
Search
- Deal ID
  Required
- Role Definition IDs
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Box and Dealpath to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Box to Dealpath integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

About Dealpath

Dealpath is a real estate investment management platform that centralizes deals, assets, and workflows for data-driven execution.

HelpHelp

Related categories

Sales & CRM

Connect Box and Dealpath to power AI-driven automation

Launch your first automated workflow

Create Box folders for new Dealpath deals

Add new Dealpath files to Box

Create Box folders for new Dealpath deals

Add new Dealpath files to Box

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Box and Dealpath to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Box to Dealpath on the world's largest no-code automation platform