Box + Pipedrive

Create folders in Box for new organizations in Pipedrive

Streamline your document organization process with this seamless workflow. When a new organization is added to your Pipedrive app, a corresponding folder is created in your Box app, ensuring every important document has its place. This automation not only enhances your document storage efficiency but also saves you time and manual effort, letting you focus more on expanding your organization.

When this happens...
New Organization
Triggers when a new organization is created.
TriggerInstant
automatically do this!
Create Folder
Triggers when you add a new folder.
ActionWrite

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Supported triggers and actions

- Activity filterRequired
Trigger
Polling
Try It
- Copy
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It

Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It

- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to UpdateRequired
- Organization Name
- Organization Address
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
- Include file data
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
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

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- NoteRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- DealRequired
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- Organization NameRequired
- Organization Address
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
- Include file data
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization NameRequired
- Organization Address
Action
Search or write
- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write
- Search TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
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

About Box

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

Learn more

Related categories

File Management & Storage

Similar apps

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create folders in Box for new deals in Pipedrive

Related Zap Templates

Create folders in Box for new deals in Pipedrive

Box + Pipedrive

Create folders in Box for new organizations in Pipedrive

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activities

Find Deals

Find Leads

Find Notes

Find Persons

Find Projects

Find User

Find or Create Deal

Find or Create Person

Find or Create Project

New Comment

New File

Task Assigned to You

Add Comment to File

Create Folder

Create Text File

Find a File

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Get Organization

Get Note

Find Organizations

Find Products

Find Task

Find or Create Activity

Find or Create Organization

Find or Create Product

Find or Create Task

Event

New Folder

Add User as Collaborator

Upload File

Move/Copy File

Add Task to File

Find a Folder

About Box

Related categories