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Plaid + Box Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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

Best ways to Integrate Plaid + Box

  • Plaid Slack

    Box + Slack

    Get Slack notifications when a file in a Box folder is created Read More...
    Close
    When this happens...
    Plaid New File
     
    Then do this...
    Slack Send Channel Message
    Never miss a Box file addition by integrating your Box account to Slack. This Appy Pie Connect integration automatically triggers an alert when a file is added to a folder on Box. This quick and easy integration is perfect for monitoring a customer support ticketing system or sharing with developers in IT, security, marketing, or any department that uses email and Slack.
    How This Box-Slack Integration Works
    • A file is added to a folder in Box
    • Appy Pie Connect notifies you in Slack
    What You Need
    • Box account
    • Slack account
  • Plaid Google Sheets

    Box + Google Sheets

    Create rows in Google Sheets for new Box files Read More...
    Close
    When this happens...
    Plaid New File
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With this Appy Pie Connect integration you can connect Box with Google Sheets and create new sheets rows for every new Box file you create. Just select Box as your "trigger" app, and Google Spreadsheet as your "action" app. Appy Pie Connect will detect whenever you create a new file in Box, and create a row in Google Sheets with all the info, and add new rows to keep track as you upload more files. Using this connect flow, you can always be on top of what's in Box.
    How This Integration Works
    • A file is added to a folder in Box
    • Appy Pie Connect adds a new in Google Sheets
    What You Need
    • Box account
    • Google Sheets account
  • Plaid Dropbox

    Box + Dropbox

    Copy new files created in Box to Dropbox Read More...
    Close
    When this happens...
    Plaid New File
     
    Then do this...
    Dropbox Upload File
    Appy Pie Connect’s integration with Box allows you to get a new box file in your Dropbox automatically. Use this integration to keep a record of expenses, automate monthly activity reports, or create an archive of customer emails.
    How This Box-Dropbox Integration Works
    • A file is added to a folder in Box
    • Appy Pie Connect adds that file to Dropbox
    What You Need
    • Box account
    • Dropbox account
  • Plaid Gmail

    Box + Gmail

    Create Draft to Gmail from New Event in Box Read More...
    Close
    When this happens...
    Plaid New Event
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Box + Gmail

    Send Email in Gmail when New Event is created in Box Read More...
    Close
    When this happens...
    Plaid New Event
     
    Then do this...
    Gmail Send Email
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
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.

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.