Box
When this happens...
InfusionsoftNew Invoice
Then do this...
BoxCreate Text File

When tragedy strikes, backups can make or break a business. Let Zapier keep a copy of that paperwork on hand at all times so you never have to worry about that. Once this Zap is completely set up, it will be triggered by every new invoice you add to Infusionsoft, automatically creating a text file on Box with all the details you need to keep safe and accessible on the cloud.

How this Infusionsoft-Box integration works

  1. A new invoice is created on Infusionsoft
  2. Zapier automatically creates a new text file on Box

Apps involved

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

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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!
New Comment

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

Create Text File

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

Task Assigned to You

Triggered when you are assigned a task.

Upload File

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

New File

Triggered when you add a new file to a folder.

Add User as Collaborator

Adds an individual user as a collaborator on a folder.

Tag Added to Contact

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

Create/Update Contact

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

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

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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.

See Infusionsoft Integrations