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Integrate Customerly with Box

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Box

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

Box Integrations

Best ways to Integrate Customerly + Box

  • Customerly  Integration Box Integration

    Customerly + Box

    Add Comment to File in Box when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Box Integration Add Comment to File
  • Customerly  Integration Box Integration

    Customerly + Box

    Move Or Copy File in Box when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Box Integration Move Or Copy File
  • Customerly  Integration Box Integration

    Customerly + Box

    Add Task to File in Box when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Box Integration Add Task to File
  • Customerly  Integration Box Integration

    Customerly + Box

    Create Folder to Box from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Box Integration Create Folder
  • Customerly  Integration Box Integration

    Customerly + Box

    Add User as Collaborator in Box when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Box Integration Add User as Collaborator
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Event

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

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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

How Customerly & Box Integrations Work

  1. Step 1: Choose Customerly 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 Box 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 Customerly to Box.

    (2 minutes)

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

Integration of Customerly and Box

Customerly provides a platform where your customers can fill in the order, ask questions, track the status of their order and other services. The platform is easily integrated with ERP systems to get all the data automatically synchronized.

Box is a web-based file sharing service that lets users securely upload files online, access them anywhere, and share them across multiple devices. Integrating Customerly with Box makes it easy for Customerly to share files with its customers through Box.

  • Integration of Customerly and Box
  • Integration of Customerly and Box allows you to easily share files between these two platforms. With this integration, you can send quickly files from Customerly to your Customers via Box.

  • Benefits of Integration of Customerly and Box
  • Integration of Customerly and Box improves customer experience. It gives customers easy access to their files that they have uploaded to the box. It also enhance the security of your data as you can contrp how many people can access the information on Customerly via Box.

    Integration of Customerly and Box is a great way to improve customer experience. You can now send files such as invoices, instructions and other documents to your customers easily through Box. It is also a great way to ensure data security as you can contrp who gets access to the information on your Customerly.

    The process to integrate 403 Forbidden and 403 Forbidden 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.