Create Box folders for new Infusionsoft contacts
When this happensStep 1: New Contact
Then do thisStep 2: Create 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
- A new contact is added on Infusionsoft
- Zapier creates a new folder on Box