Is it possible to filter for leads based on deal size?

Yes, DryMerge allows you to filter leads based on deal size. Provide your criteria and we'll manage the rest.

Can I separate completed documents based on lead statistics?

Yes, you can specify the criteria for separating documents and DryMerge will handle the rest.

Who typically uses this automation and for what purpose?

Sales teams use this to organize and securely store documents of completed leads.

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Box + Enrich by DryMerge

Move Completed Lead Documents to Box

Move all documents related to a lead to Box once the lead is marked as enriched, organizing information efficiently and securely.

Lead Marked Enriched

Triggers when a lead is marked as enriched.

Move Lead Documents

Moves completed lead documents to Box.

See more Box to Enrich by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

Share Key Lead Documents via Box

Box + Enrich by DryMerge

Upload Proposals and Documents to Box for New Enriched Leads

Box + Enrich by DryMerge

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Move completed lead documents to Box"

Move completed lead documents to 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 + Enrich by DryMerge.

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.

Enrich by DryMerge

Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.