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  1. App Directory
  2. Plaid
  3. Integrations
  4. Box

Plaid + Box Integrations

Syncing Plaid with Box is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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Plaid Integrations
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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
Connect Plaid + Box in easier way

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

  • Triggers
  • New Item

    Triggers when a new item 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
  • Create payment recipient

    Create a new payment recipient

  • 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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How Plaid & Box Integrations Work

  1. Step 1: Choose Plaid 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 Plaid to Box.

    (2 minutes)

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

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Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm