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Box + servis.ai

Box + servis.ai

Box + servis.ai integrations

Create Box folders for new FreeAgent deals

Saving files for your client in Box just got easier. Whenever you create a deal in FreeAgent, we will automatically create a project folder for you in Box so you can start adding new files immediately.

When this happens...
Created or Updated App RecordTriggers when an App Record is created or updated
TriggerPolling
automatically do this!
Create FolderTriggers when you add a new folder.
ActionWrite

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More things you can do with servis.ai and Box

Discover other triggers and actions you can use with servis.ai and Box

- App
  Required
- Triggered on Create or Update
  Required
Trigger
Polling
Try It
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Write
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Search
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Search or write
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

- App
  Required
Action
Write
- App
  Required
- Field
- Field Value
Action
Write
- Entity
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search or write
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

About Box

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

Learn moreLearn moreHelpHelp

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About servis.ai

servis.ai is an AI-powered platform that helps healthcare, sales, and marketing teams automate workflows and scale effortlessly.

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