Box + Dealpath
Create Box folders for new Dealpath deals
Manually creating folders for new deals can slow teams down and lead to inconsistent file organization. When a new deal is created in Dealpath, this integration automatically creates a corresponding folder in Box using the deal name. This ensures every deal has a dedicated, consistently named space for documents from day one, keeping your deal workflow organized and efficient.
Manually creating folders for new deals can slow teams down and lead to inconsistent file organization. When a new deal is created in Dealpath, this integration automatically creates a corresponding folder in Box using the deal name. This ensures every deal has a dedicated, consistently named space for documents from day one, keeping your deal workflow organized and efficient.
- When this happens...
New Deal CreatedTriggers when a new deal is created in Dealpath.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create FolderTriggers when you add a new folder.
ActionWriteCreate a new record or update an existing record in your app.
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Asset Updated
Triggers when an asset is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Edited
Triggers when a custom field value changes. Can be filtered by entity type and specific field.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Updated
Triggers when a file is modified (renamed, moved, or tags changed).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Asset Created
Triggers when a new asset is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Loan Created
Triggers when a new loan is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property Updated
Triggers when a property is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Asset IDRequired
Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Deal Type
Property IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
File NameRequired
Parent Folder IDRequired
FileRequired
File Content Type
File Tag IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tenant NameRequired
Property IDRequired
Begin DateRequired
Suite IDRequired
Leased AreaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan NameRequired
Attach Loan ToRequired
Loan TypeRequired
Loan StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment IDRequired
Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
PropertyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
File NameRequired
File Content TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment IDRequired
Investment NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Loan Name
Loan Type ID
Loan Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Investment IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appInvestment IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDRequired
Field Definition IDs
Linked Entity IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Parent Folder IDs
File Tag Definition IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Folder IDs
Parent Folder IDs
File Tag Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appInvestment IDs
Deal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Role Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Assigned to You
Triggered when you are assigned a task.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFile IDRequired
Access Level
Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
FolderRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
QuestionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
Box AI PromptRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Provisioned
External Sync Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder IDRequired
Recursive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Force Delete
Notify User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
Name of New FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IdRequired
New FolderRequired
Action to Perform
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IdRequired
Message
Due At
Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Folder
File Extensions
ActionThis is an event a Zap performs.SearchFind existing data in your appFile IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimit
Marker
ActionThis is an event a Zap performs.SearchFind existing data in your appLimit
Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app
Deal Updated
Triggers when a deal is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Created
Triggers when a new file is uploaded to a deal or asset.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Loan Updated
Triggers when a loan is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Created
Triggers when a new deal is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Property Created
Triggers when a new property is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Investment IDRequired
Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset NameRequired
Asset TypeRequired
Property IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
File NameRequired
Parent Folder IDRequired
FileRequired
File Content Type
File Tag IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssetRequired
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment NameRequired
Deal IDs
Asset IDs
Investment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create List Option
Creates a new option for a list/dropdown field in Dealpath.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property NameRequired
Property TypeRequired
Address Line 1
Address Line 2
City
State
Postal Code
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Field Definition IDRequired
Linked Entity ID
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Asset NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Deal StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Field DefinitionRequired
Field ValueRequired
Linked Entity ID
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Property Name
Address Line 1
Address Line 2
City
State
Postal Code
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record Type
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField Definition IDRequired
Sparse (Only Populated Fields)
Deal IDs
Property IDs
Investment IDs
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLoan IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Parent Folder IDs
File Tag Definition IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Folder IDs
Parent Folder IDs
File Tag Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Deal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Role Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent
Triggers when a new event is performed (this is the activity stream).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFile IDRequired
Template KeyRequired
Metadata (JSON Object)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder IDRequired
Access Level
Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Group IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
QuestionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IdRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User NameRequired
User EmailRequired
Platform Access Only
External App User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
Name
Share this file?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
Name of New FileRequired
File ContentRequired
Share this file?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMarker
ActionThis is an event a Zap performs.SearchFind existing data in your appLimit
Marker
ActionThis is an event a Zap performs.SearchFind existing data in your appLimit
Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app
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