Box + Knowify
Box + Knowify
Box + Knowify integrations
Create folders in Box for every new client in Knowify
Streamline your client management process with this intuitive workflow. When a new client is added in Knowify, a dedicated folder will be automatically generated in Box. This time-saving automation ensures that each client's documents and files are neatly organized, making it easier for you to keep track of projects and manage client relationships effectively.
- When this happens...
New ClientTriggers when a new client has been added.TriggerPolling - automatically do this!
Create FolderTriggers when you add a new folder.ActionWrite
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More things you can do with Knowify and Box
Discover other triggers and actions you can use with Knowify and Box
New AIA InvoiceTriggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Custom Workflow Stage Updated
Triggers when a contract job's custom workflow stage has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Submittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Service Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Vendor IDRequired
- Due DateRequired
- Invoice Date
- Invoice Number
- Payment Terms
- Sync to QB
- Comments
- DescriptionRequired
- Unit PriceRequired
- QuantityRequired
- Project IDRequired
- Milestone IDRequired
- Catalog Item ID
- Vendor ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileNameRequired
- UrlRequired
- Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phase NameRequired
- Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
EventTriggers when a new event is performed (this is the activity stream).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- File IDRequired
- Template KeyRequired
- Metadata (JSON Object)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Access Level
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Group IDRequired
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- QuestionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File_idRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User NameRequired
- User EmailRequired
- Platform Access Only
- External App User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FileRequired
- Name
- Share this file?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- Name of New FileRequired
- File ContentRequired
- Share this file?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder NameRequired
- Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app- Limit
- Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app- Limit
- Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Change Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Purchase
Triggers when a purchase has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Time Entry Approved
Triggers when a time entry has been approved
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Service Asset NameRequired
- Client NameRequired
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Assigned to You
Triggered when you are assigned a task.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - File IDRequired
- Access Level
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- FolderRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File IDRequired
- QuestionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File IDRequired
- Box AI PromptRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
- Provisioned
- External Sync Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Recursive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Force Delete
- Notify User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- Name of New FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File_idRequired
- New FolderRequired
- Action to Perform
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File_idRequired
- Message
- Due_at
- Assign_to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File NameRequired
- Folder
- File_extensions
ActionThis is an event a Zap performs.SearchFind existing data in your app- File IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Limit
- Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app- Limit
- Marker
ActionThis is an event a Zap performs.SearchFind existing data in your app
Box lets you keep all your businesses files in one place for simple online collaboration.
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Knowify is a job costing and project management platform for contractors.
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