Can I filter files by folder?

Yes, you can specify which Box folder to monitor for new files. Only files added to this folder will trigger the automation.

Is it possible to tag the attached files in ZohoCRM?

Absolutely, DryMerge can be configured to tag the files based on your specified criteria.

Who benefits from this automation?

This is particularly useful for sales managers who need to ensure all deal-related documents are properly filed and easily accessible.

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Box + Zoho CRM

Add Box Files to ZohoCRM Deals

Automate the attachment of new files in Box to relevant deals in ZohoCRM. This use case ensures that important deal documents are always linked to the corresponding CRM records, streamlining the document management process for sales teams.

New Box File

Triggers when a new file is added to Box

Attach to ZohoCRM Deal

Attaches the new Box file to the corresponding deal

See more Box to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Track Box File Uploads in ZohoCRM

Box + Zoho CRM

Update ZohoCRM Contacts with Box Avatar Images

Box + Zoho CRM

Monitor Box for Signed Contracts and Update ZohoCRM

Box + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Box files to zohocrm deals"

Add Box files to zohocrm deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Box + Zoho CRM.

New File

Triggers when a new file is uploaded to Box

New Folder

Triggers when a new folder is created in Box

File Updated

Triggers when a file is updated in Box

File Deleted

Triggers when a file is deleted from Box

Folder Updated

Triggers when a folder is updated in Box

Folder Deleted

Triggers when a folder is deleted from Box

New Comment

Triggers when a new comment is added to a file in Box

File Shared

Triggers when a file is shared in Box

Folder Shared

Triggers when a folder is shared in Box

Create File

Creates a new file in Box

Delete File

Deletes a file from Box

Update File

Updates an existing file in Box

App details

Box

Box is a cloud content management and file sharing service. Securely store, share, and collaborate on files from anywhere, and integrate with other tools to streamline your workflow.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.