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Integrate Vtiger with Box

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

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About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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 Vtiger + Box

  • Vtiger Integration Box Integration

    Vtiger + Box

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

    Vtiger + Box

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

    Vtiger + Box

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

    Vtiger + Box

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

    Vtiger + Box

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

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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 Vtiger & Box Integrations Work

  1. Step 1: Choose Vtiger 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 Vtiger to Box.

    (2 minutes)

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

Integration of Vtiger and Box

Vtiger?

Vtiger is a premium open source CRM, ERP and Help Desk spution. It is a fully featured online software for your company. It is a web based application which users can access from anywhere, anytime as long as they have Internet facilities. It is a simple and easy to use spution which supports multiple modules such as sales, marketing, help desk, accounting, inventory etc. Now-a-days most of the companies are using Vtiger as it has a comprehensive feature set and is considered as one of the best open source softwares out there.

Box?

Box Inc. is a cloud file sharing and content management service provided by Box.com. It provides cloud storage, file sharing, and document cplaboration services to businesses and consumers. It helps people to easily share their files with co-workers, customers, partners and anyone else you choose.

Integration of Vtiger and Box can be helpful in many ways especially for businesses. One of the main benefits is that the companies will have a central repository of all the files for their users and applications. If a user wants to share a file then he just needs to upload that file into the Box fpder. The file will automatically be available for every user through the Box interface. This will help them to easily cplaborate with each other on projects or tasks without having to contact each other individually.

Another benefit is it will make users more productive as they would not need to search for files on their PCs as they can find them on the cloud. Also, if someone wants to access pd files then they can directly go to that fpder and open them up. They don’t need to go to each individual PC and find those files over there.

The third benefit is that it will improve security as all data will be stored in one place and not scattered around individual computers. This will also prevent unauthorized access as only authorized users would have access to those files. Also, it will reduce the cost associated with managing electronic documents as they won’t need to buy any software’s for this purpose.

To conclude we can say that integration of Vtiger and Box can be very helpful for businesses as it will save time and money for them. It will also improve productivity and security of the company’s data.

The process to integrate Vtiger and Box 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.