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Integrate Box with Apptivo

Appy Pie Connect allows you to automate multiple workflows between Box and Apptivo

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About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Box + Apptivo

  • Box Integration Apptivo Integration

    Box + Apptivo

    Add Employee in apptivo when New Event is created in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Apptivo Integration Add Employee
  • Box Integration Apptivo Integration

    Box + Apptivo

    Create Lead to apptivo from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Apptivo Integration Create Lead
  • Box Integration Apptivo Integration

    Box + Apptivo

    Create Opportunity to apptivo from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Box Integration Apptivo Integration

    Box + Apptivo

    Create Case to apptivo from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Apptivo Integration Create Case
  • Box Integration Apptivo Integration

    Box + Apptivo

    Create Contact to apptivo from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Apptivo Integration Create Contact
  • Box Integration {{item.actionAppName}} Integration

    Box + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Box + Apptivo in easier way

It's easy to connect Box + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Box & Apptivo Integrations Work

  1. Step 1: Choose Box as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Box to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Box and Apptivo

Box

Apptivo

Integration of Box and Apptivo

Benefits of Integration of Box and Apptivo

Box is a cloud-based file sharing and storage company. It was founded in 2005. The company launched its initial public offering on the New York Stock Exchange in January 2014. As a publicly traded company, it has a market capitalization of $2.79 billion. On August 19, 2015, Box announced that it had acquired the intellectual property assets of Syncplicity. In July 2016, Box announced that they will be offering a new product called Box Zones. In January 2017, Box announced a partnership with mobile phone company Verizon to bring Box to Verizon Business Cloud data centers around the world. In March 2017, Box announced a partnership with SAP to integrate SAP HANA Cloud Platform with Box’s software-as-a-service products. In May 2017, Box announced a new cplaboration with IBM in a partnership that invpves the use of artificial intelligence in order to securely store and share data in the cloud. On June 28, 2018, Box announced that it would be acquiring privately held cloud company, HelloSign for $300 million in cash. HelloSign's documents platform is used by more than 150,000 companies for everything from employment contracts to loan agreements to non-compete agreements. The addition of HelloSign's document-centric digital workflows will allow Box to further refine its market position as the largest enterprise content management platform in the world.

Apptivo is a business management platform that helps small and medium-sized businesses (SMBs. manage their operations and sales activity. It is designed for SMBs that want to boost efficiency and increase sales within their organization via an easy-to-use web interface. The Apptivo platform integrates contact management, sales management, invoice automation and analytics into one complete spution. The Apptivo app helps SMB users schedule meetings and track sales activity by integrating with Google Calendar and Gmail, enabling them to sync appointments with their calendars and giving them the ability to send emails directly from their calendar to customers and prospects. The Apptivo Store helps small businesses sell online and provides features such as live chat and payment processing via Stripe or PayPal. It allows customizing the storefront according to the needs of the merchant and can also be integrated with external ecommerce platforms such as Amazon and eBay. With Apptivo's customer service feature, merchants can create service tickets for each customer complaint or inquiry and track them through respution. By integrating Google Analytics with Apptivo, businesses can view their traffic numbers and audience demographics right from their dashboard. Through this integration, they can also see which pages on their website visitors prefer most and see what time of day they visit the site most frequently. Sales reports feature lets businesses track their sales pipeline at any given time along with current performance metrics like average deal size, close rate and revenue per employee. This information helps them predict future sales activity. Apptivo’s project management top allows users to set up tasks for employees within the organization, assign these tasks to other employees within the organization, assign due dates for these tasks, check on progress towards completion of the task, view the status of the task over time, view which tasks are currently active, export tasks to Excel/CSV, communicate with other team members through comments on tasks and upload files related to the task. Apptivo’s multi-currency feature enables businesses to accept payments in different currencies without changing any settings or adding additional plugins or modules to their website. This feature integrates with payment providers such as PayPal, Google Checkout, Authorize.net, 2Checkout etc. With this feature, businesses can offer customers the option to pay using different currencies while keeping costs low by letting customers pay directly using their preferred payment method. Mobile capabilities of Apptivo allow businesses to access all their client data right from their mobile phones with ease. They can view their sales pipeline, customer invoices etc. with just a few taps on their phone screens. Mobile capabilities also allow businesses to update their websites from anywhere using their mobile phone. If they need to make some changes on their website while on the go they can do so immediately even if they are not at their office or store location. If they need to review task statuses or comment on tasks assigned to other team members they can do so on their phone as well.

Integration of Box and Apptivo

Box provides cloud services including secure file sharing, storage and cplaboration for businesses worldwide through its web-based digital content platform. It offers services for individuals as well as large enterprises across more than 100 countries through its customer base of more than 60,000 business customers including 71% of Fortune 500 companies. A publicly traded company since 2014, Box has a market capitalization of $2.79 billion as of August 19, 2015. Users access Box services through either desktop or mobile devices or through third party apps that are compatible with its APIs or application programming interfaces for developers who wish to build new applications on top of Box services. The Company's platform operates on a freemium model whereby free accounts are offered at no charge but have certain limitations including storage capacity limits, restrictions on file types allowed within accounts, etc., while premium accounts are charged based on usage parameters such as added storage capacity, increased cplaboration features etc..

Apptivo is an all-in-one business management suite designed specifically for small businesses (SMBs. It offers contact management tops such as CRM (Customer Relationship Management), email marketing, appointment scheduling plus much more under one roof. Apptivo's CRM module offers functions such as lead management system (LMS), lead scoring engine (LSE. thereby allowing businesses to capture leads both manually as well as automatically (using data from various business systems like CMS (Content Management Systems), POS (Point of Sale. etc.. and assign action items like emails and callbacks for each lead based on campaign/activity level etc.. Apptivo's email marketing module allows users to create different types of email newsletters such as deal/offer newsletters, subscription type newsletters etc.. These newsletters can be sent out based on triggers such as customer activity etc.. The appointment scheduling module allows users to book appointments with potential customers or existing customers based on various parameters such as location etc.. These appointments can then be synced with Google Calendar/Gmail thereby allowing users to schedule meetings directly from Gmail/Google calendar and automatically sending them an email confirmation when the meeting is scheduled etc.. The Apptivo billing module allows users to generate invoices/bills/invoices etc.. For each client automatically after events such as sending out emailsewsletters etc.. It also updates the client profile accordingly tracking details such as past invoices/invoices etc.. In addition to these modules Apptivo also features a project management module which allows users to create projects for different clients based on various parameters including project description/duration/budget etc.. Projects can then be assigned tasks to employees within the organization based on priority levels etc.. Users can then monitor progress against each task. Once a task is completed it gets moved into a closed status which can then be archived/deleted from the system etc.. Other features include a CRM integration module which allows users to connect Apptivo CRM module with other CRM systems such as Salesforce CRM or SugarCRM etc.. Pricing for this suite starts at $25 per month (~$300 per year. for up to 25 contacts plus 25 projects plus 1GB storage space etc.. Pricing increases proportionally for higher number of contacts/projects/storage space etc.. Signing up for a free trial is available here. https://www.apptivo.com/company/contact-us/#start-a-free-trial

The process to integrate Box and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.