Box, Freshworks CRM Integrations

Box
Freshworks CRM
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Triggers

Box

New File Event INSTANT

Triggers when selected actions occurs on a file.

Box

New Folder Event INSTANT

Triggers when selected actions occurs on a folder.

Box

Watch Files

Triggers when a new file is added or an existing file is updated in a folder being watched.

Freshworks CRM

Watch new Accounts

Checks if new account was created.

Freshworks CRM

Watch new Appointments

Checks if new appointment was created.

Freshworks CRM

Watch new Contacts

Checks if new contact was created.

Freshworks CRM

Watch new Deals

Checks if new deal was created.

Freshworks CRM

Watch new Leads

Checks if new lead was created.

Freshworks CRM

Watch new Sales activities

Checks if new Sales activity was created.

Actions

Box

Add a Shared Link to a File

Adds a shared link to a file

Box

Add a Shared Link to a Folder

Adds a new shared link to a folder.

Box

Create a Comment

Creates a new comment to a file.

Box

Create a Folder

Creates a new empty folder within the specified parent folder.

Box

Create File Metadata Instance

Applies an instance of a metadata template to a file.

Box

Create Folder Metadata Instance

Applies an instance of a metadata template to a folder.

Box

Delete a File

Deletes a file or moves it to trash.

Box

Delete a Folder

Deletes a folder, either permanently or by moving it to trash.

Box

Download a File

Downloads a file.

Box

Get a File

Retrieves information about a file.

Box

Get a File/Folder by Shared Link

Retrieves information about a file/folder by a shared link.

Box

Get a Folder

Retrieves information about a folder, including the first 100 entries in that folder.

Box

Get Folder Metadata

Retrieves a folder metadata by its ID.

Box

Make an API Call

Performs an arbitrary authorized API call.

Box

Rename a File

Renames a file.

Box

Rename a Folder

Renames a folder.

Box

Update a File

Updates file attributes.

Box

Update a Folder

Updates folder attributes.

Box

Update File Metadata

Creates or Updates Metadata of a File.

Box

Update Folder Metadata

Updates folder's metadata.

Box

Upload a File

Uploads a new file.

Freshworks CRM

Convert a Lead

Converts a lead to a contact.

Freshworks CRM

Create a Contact

Creates a new contact.

Freshworks CRM

Create a Deal

Creates a new deal.

Freshworks CRM

Create a Lead

Creates a new lead.

Freshworks CRM

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshworks CRM

Create an Account

Creates a new account.

Freshworks CRM

Create an Appointment

Creates a new appointment.

Freshworks CRM

Create a Note

Creates a note for specific object.

Freshworks CRM

Create a Sales activity

Creates new Freshsales activity.

Freshworks CRM

Create a Task

Creates a new task.

Freshworks CRM

Delete a Contact

Deletes a specific contact.

Freshworks CRM

Delete a Deal

Deletes a specific deal.

Freshworks CRM

Delete a Lead

Deletes a specific lead.

Freshworks CRM

Delete an Account

Deletes a specific account.

Freshworks CRM

Delete an Appointment

Deletes a specific appointment.

Freshworks CRM

Delete a Note

Deletes a specific note.

Freshworks CRM

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshworks CRM

Delete a Task

Deletes a specific Task.

Freshworks CRM

Make an API Call

Performs an arbitrary authorized API call.

Freshworks CRM

Update a Contact

Updates information of specific contact.

Freshworks CRM

Update a Deal

Updates information of a specific deal.

Freshworks CRM

Update a Lead

Updates information of a specific lead.

Freshworks CRM

Update an Account

Updates information of specific account.

Freshworks CRM

Update an Appointment

Updates information of specific appointment.

Freshworks CRM

Update a Note

Updates a specific note.

Freshworks CRM

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshworks CRM

Update a Task

Updates a specific task.

Freshworks CRM

View a Contact

Views details of a specific contact.

Freshworks CRM

View a Deal

Views details of a specific deal.

Freshworks CRM

View a Lead

Views details of a specific lead.

Freshworks CRM

View an Account

Views details of a specific account.

Freshworks CRM

View an Appointment

Views details of a specific appointment.

Freshworks CRM

View a Sales activity

Views details of a specific Freshsales activity.

Freshworks CRM

View a Task

Views details of a specific task.

Searches

Box

Get File Metadata

Retrieves a file metadata by its ID.

Box

Get Folder Items

Retrieves files, folders, and web links in a folder.

Box

Search for Content

Searches for items that are available to the user or an entire enterprise.

Freshworks CRM

List All Accounts

Lists all accounts on your Freshsales account.

Freshworks CRM

List All Appointments

Lists all appointments on your Freshsales account.

Freshworks CRM

List All Contacts

Lists all contacts on your Freshsales account.

Freshworks CRM

List All Deals

Lists all deals on your Freshsales account.

Freshworks CRM

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshworks CRM

List All Leads

Lists all leads on your Freshsales account.

Freshworks CRM

List All Sales activities

Lists all Freshsales activities on your account.

Freshworks CRM

List All Tasks

Lists all tasks on your Freshsales account.

Freshworks CRM

Search Accounts

Searches through your Freshsales account for match.

Freshworks CRM

Search Contacts

Searches through your Freshsales account for match.

Freshworks CRM

Search Deals

Searches through your Freshsales account for match.

Freshworks CRM

Search Leads

Searches through your Freshsales account for match.

Freshworks CRM

Search Users

Searches through your Freshsales account for match.

Integrate Box, Freshworks CRM with these services