Integrate Box with Bigin by Zoho CRM

Send information between Box and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.

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Add a comment to the selected file in Box when a new contact is created in Bigin by Zoho CRM

Integrate Bigin by Zoho CRM with Box using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically adds a comment to the selected file in Box. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new contact is created in Bigin by Zoho CRM.
  2. Zoho Flow adds a comment to the selected file in Box.
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Add a comment to the selected file in Box when a new contact is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Box

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Supported triggers and actions

Integrate Box and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Folder event occurred

Triggers when the selected event has occurred for a folder

Comment event occurred

Triggers when the selected event has occurred for a comment

File event occurred

Triggers when the selected event has occurred for a file

Task assignment event occurred

Triggers when the selected event has occurred for a task assignment

Product created

Triggers when a new product is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Pipeline record created

Triggers when a new pipeline record is created

Company updated

Triggers when any detail of an existing company is updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Product updated

Triggers when any detail of an existing product is updated

Call updated

Triggers when any detail of an existing call is updated

Contact updated

Triggers when any detail of an existing contact is updated

Pipeline record stage updated

Triggers when the details of a pipeline record stage is updated

Event created

Triggers when a new event is created

Event updated

Triggers when any detail of an existing event is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Note added

Triggers when a new note is added

Task updated

Triggers when any detail of an existing task is updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Contact created or updated

Triggers when a new contact is created or updated

User added

Triggers when a new user is added

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add comment to file

Adds a comment to the selected file

Create folder

Creates a new folder

Add task to file

Adds a task to the selected file

Fetch folder

Fetches the details of an existing folder by name

Create or update product

Creates a new product or updates the details of an existing product

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create or update company

Creates a new company or updates the details of the company if it already exists

Create call

Creates a new call

Create tag

Creates a new tag in the selected module

Create task

Creates a new task

Send email

Sends an email to the specified contact

Remove tag from record

Removes an existing tag from the specified record

Create or update contact

Creates a new contact or updates the details of an existing contact

Create user

Creates a new user

Add tag to record

Adds a tag to the specified record

Create event

Creates a new event

Add note

Adds a note to the selected module

Update event

Updates the details of an existing event

Update task

Updates the details of an existing task

Update user

Updates the existing user

Update pipeline record

Updates the details of an existing pipeline record

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Add product to pipeline record

Adds a product to the selected pipeline record

Update call

Updates the details of an existing call

Update product

Updates the details of an existing product

Fetch company

Fetches the details of an existing company by name or ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch user

Fetches the details of an existing user by email address or ID

Fetch task

Fetches the details of an existing task by name or ID

Fetch call

Fetches the details of an existing call by its ID or the contact ID

What is Box?

Box is a cloud storage and collaboration platform to securely store, access, and share files. You can watermark documents, control access and visibility, and organize your content using metadata.

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

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