Attaches a deal to an existing investment in Dealpath.

Attaches a property to an existing asset in Dealpath.

Attaches a property to an existing loan in Dealpath.

Creates a new deal in Dealpath.

Uploads a file to a deal in Dealpath.

Creates a new folder within a deal in Dealpath.

Creates a new investment in Dealpath.

Creates a new property in Dealpath.

Deletes a deal from Dealpath. This action cannot be undone.

Clears the value of a custom field on a deal in Dealpath.

Clears the value of a custom field on a property in Dealpath.

Deletes a fund from Dealpath. This action cannot be undone.

Deletes a loan from Dealpath. This action cannot be undone.

Detaches a deal from an investment in Dealpath.

Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.

Downloads the actual file content from Dealpath. Use this after "Get Files on Deal" or "Get Files on Asset" to download individual files.

Updates an existing deal name in Dealpath.

Updates one or more custom fields on an asset.

Updates one or more custom fields on a loan.

Updates an existing fund name in Dealpath.

Updates an existing property name in Dealpath.

Searches for deals, assets, properties, or loans in Dealpath by name, address, or other text. Returns the first matching records for use in later steps.

Retrieves a single deal by ID from Dealpath.

Retrieves all values for a specific field across multiple records in Dealpath.

Retrieves all custom field values for a deal in Dealpath.

Retrieves all custom field values for a loan in Dealpath.

Retrieves a list of files (metadata only) belonging to an asset. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of file tag definitions from Dealpath.

Retrieves a list of folders belonging to a deal in Dealpath.

Retrieves a list of investments from Dealpath.

Retrieves a list of properties from Dealpath with optional filtering.

Retrieves role assignments for an asset in Dealpath.

Triggers when you add a new file to a folder.

Creates a shared link for a Box file.

Adds an individual user as a collaborator on a folder.

Ask Box AI a question about the contents of a specific file in Box.

Extracts structured information from a file using Box AI.

Creates a new group in Box.

Deletes a Box Doc Gen template by its template ID.

Deletes a Box folder by its ID.

Deletes a user in Box by their user ID. Optionally force deletion and transfer content.

Creates a brand new folder at the path you specify.

Retrieves a specific enterprise metadata template by its template ID.

Retrieves information about a file in Box by its File ID.

Retrieves information about a user in Box by their user ID.

Moves or copies a file from one folder to another.

Adds a task to a file.

Search for a specific file by name.

Retrieves the classification metadata instance that has been applied to a file in Box.

Searches for all pending and active collaborations for a Box folder.

Lists all Box Doc Gen templates in the enterprise.

Lists all users in the Box enterprise.

Attaches a deal to an existing fund in Dealpath.

Attaches an investment to an existing fund in Dealpath.

Attaches a property to an existing deal in Dealpath.

Creates a new asset in Dealpath.

Uploads a file to an asset in Dealpath.

Creates a new folder within an asset in Dealpath.

Creates a new fund in Dealpath.

Creates a new lease in Dealpath.

Creates a new loan in Dealpath.

Deletes an asset from Dealpath. This action cannot be undone.

Clears the value of a custom field on an asset in Dealpath.

Clears the value of a custom field on a loan in Dealpath.

Permanently deletes a file from Dealpath. This action cannot be undone.

Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.

Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.

Detaches a property from a loan in Dealpath.

Updates an existing asset name in Dealpath.

Updates the workflow status of a deal in Dealpath.

Updates one or more custom fields on a deal.

Updates one or more custom fields on a property.

Updates an existing investment name in Dealpath.

Updates an existing loan name in Dealpath.

Searches for people in your Dealpath organization by name or email address. Returns matching members for use in assigning roles or tasks.

Retrieves a list of assets from Dealpath with optional filtering.

Retrieves a list of deals from Dealpath with optional filtering.

Retrieves all custom field values for an asset in Dealpath.

Retrieves all custom field values for an investment in Dealpath.

Retrieves all custom field values for a property in Dealpath.

Retrieves a list of files (metadata only) belonging to a deal. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of folders belonging to an asset in Dealpath.

Retrieves a list of funds from Dealpath.

Retrieves a list of loans from Dealpath with optional filtering.

Retrieves a single property by ID from Dealpath.

Retrieves role assignments for a deal in Dealpath.

Triggers when you add a new folder.

Adds a metadata instance to a file in Box using a specified template.

Creates a shared link for a Box folder.

Adds a user to a group in Box.

Ask Box AI a question about the contents of a specific Box Hub.

Adds a comment to a file.

Creates a new managed user in Box. Only available to users and applications with the right admin permissions.

Deletes a specific enterprise metadata template by its template name (template key).

Deletes a group in Box by its ID.

Copy an already-existing file from another service to Box.

Retrieves a Box Doc Gen template by its template ID.

Retrieves a specific enterprise metadata template by its template name.

Retrieves the text extraction results for a file in Box by its File ID.

Marks a Box document as a Doc Gen template.

Creates a brand new text (.txt) file from plain text content you specify.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for a specific folder by name.

Retrieves the classification metadata instance that has been applied to a folder in Box.

Searches for all classification labels available to the enterprise in Box.

Retrieves all metadata templates available to the enterprise in Box.

Searches for all Box Sign requests created by the user.