Box + servis.ai

Create Box folders for new FreeAgent deals

Saving files for your client in Box just got easier. Whenever you create a deal in FreeAgent, we will automatically create a project folder for you in Box so you can start adding new files immediately.

When this happens...
Created or Updated App Record
Triggers when an App Record is created or updated
TriggerPolling
automatically do this!
Create Folder
Triggers when you add a new folder.
ActionWrite

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Supported triggers and actions

- AppRequired
- Triggered on Create or UpdateRequired
Trigger
Polling
Try It
- AppRequired
- FieldRequired
- Field ValueRequired
Action
Write
- AppRequired
- FieldRequired
- Field ValueRequired
Action
Search
- AppRequired
- FieldRequired
- Field ValueRequired
Action
Search or write
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It

- Folder
Trigger
Polling
Try It
- EmailRequired
- FolderRequired
- RoleRequired
Action
Write

- FolderRequired
- FileRequired
- Name
- Share this file?
Action
Write
- File IdRequired
- New FolderRequired
- Action to Perform
Action
Write
- File IdRequired
- Message
- Due At
- Assign To
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search

- AppRequired
Action
Write
- AppRequired
- Field
- Field Value
Action
Write
- EntityRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search or write
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
Try It
- FolderRequired
- Share
Trigger
Polling
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File IdRequired
- MessageRequired
Action
Write
- Folder
- Name of New FolderRequired
Action
Write
- FolderRequired
- Name of New FileRequired
- File ContentRequired
- Share this file?
Action
Write
- File NameRequired
- Folder
- File Extensions
Action
Search