How can I filter for specific types of won deals?

You can set filters to archive only certain types of deals, such as high-value wins.

Can I organize archives by deal type?

Yes, you can customize the automation to save won deal data in different folders based on deal type.

Which people use this automation? What do they use it for?

Sales and account managers use this to maintain organized records of won deals for future reference.

Box + Pipedrive

Archive Won Deals in Box

When a deal is marked as won in Pipedrive, this automation will archive the associated documents and notes in a designated Box folder. This keeps your successful deal data organized and easily accessible for future reference.

Deal Marked as Won

Triggers when a deal is marked as won in Pipedrive.

Archive in Box

Saves the deal's documents and notes in a Box folder.

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

or pick a common variation below

Create Follow-Up Tasks from Downloaded Box Files

Box + Pipedrive

Store Pipedrive Sales Reports in Box

Box + Pipedrive

Create Pipedrive Tickets from Box Feedback Forms

Box + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive won deals in Box"

Archive won deals in Box

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 + Pipedrive.

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.