Box + FreeAgent CRM
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.
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 Record
Triggers when an App Record is created or updated
- automatically do this!Create Folder
Triggered when you add a new folder.
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AppRequired
Triggered on Create or UpdateRequired
Try ItAppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
AppRequired
Field
Field Value
EntityRequired
Search FieldRequired
Search Field ValueRequired
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
Related categories
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File Management & Storage
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File Management & Storage, MicrosoftAbout FreeAgent CRM
FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.
