When this happens...
InfusionsoftNew Contact
Then do this...
BoxCreate Folder

You know there are going to be documents and other files associated with each of your contacts, so you can set up some Zapier automation to handle it in advance. This integration will be triggered by any new contact you add on Infusionsoft, automatically creating a matching Box folder for each one so those assets always have a place to go.

How this Infusionsoft-Box integration works

  1. A new contact is added on Infusionsoft
  2. Zapier creates a new folder on Box

Apps involved

  • Infusionsoft
  • Box
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

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It's easy to connect Box + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Box
New Comment

Triggered when someone comments on a file in a folder you own/collaborate on.

Box
Create Text File

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

Box
Task Assigned to You

Triggered when you are assigned a task.

Box
Upload File

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

Box
New File

Triggered when you add a new file to a folder.

Box
Add User as Collaborator

Adds an individual user as a collaborator on a folder.

Infusionsoft
Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Infusionsoft
Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Infusionsoft
New Opportunity

Triggers when you add a new opportunity.

Infusionsoft
Tag Existing Contact

Applies a tag to an existing contact.

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Become a Zapier Integration Partner

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

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.