Box + QuoteMachine

Box + QuoteMachine integrations

Create folders in Box for new QuoteMachine orders

Effortlessly organize your sales documents with this seamless workflow between QuoteMachine and Box. Whenever a new order is created in QuoteMachine, a corresponding folder will be created in Box, making it easy to store and manage all related files. Save time and maintain a streamlined filing system with this efficient automation.

When this happens...
Order CreatedTriggers when an order is marked as done.
TriggerInstant
automatically do this!
Create FolderTriggers when you add a new folder.
ActionWrite

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More things you can do with QuoteMachine and Box

Discover other triggers and actions you can use with QuoteMachine and Box

Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
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- Folder
Trigger
Polling
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- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
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- First name
  Required
- Last name
- Email
  Required
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
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- Folder
  Required
- Share
Trigger
Polling
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write
- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

About Box

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

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File Management & Storage

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About QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

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Related categories

Proposal & Invoice Management