Box + Perfex CRM
Create new folders in Box for each new project in Perfex CRM
Streamline your project organization with this integration between Perfex CRM and Box. Whenever a new project is established in Perfex CRM, a new folder is instantaneously created in Box. This way, your record-keeping stays consistent and organized, reducing manual data entry and maintaining a seamless file management system.
Streamline your project organization with this integration between Perfex CRM and Box. Whenever a new project is established in Perfex CRM, a new folder is instantaneously created in Box. This way, your record-keeping stays consistent and organized, reducing manual data entry and maintaining a seamless file management system.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Create Folder
Triggers when you add a new folder.
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.