How can I filter for deals from specific sources?

You can set filters to create Box notes only for deals originating from specific sources.

Can I include additional deal details in the Box note?

Yes, you can customize the Box note to include various details from the deal.

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

Sales teams use this to keep all members informed of new deals and opportunities.

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Box + Pipedrive

Notify Teams of New Pipedrive Deals in Box

Whenever a new deal is added to Pipedrive, this automation creates a Box note to notify your team. It's a great way to keep everyone updated on new opportunities.

New Deal

Triggers when a new deal is added in Pipedrive.

Create Box Note

Generates a Box note to inform your team.

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

or pick a common variation below

Archive Old Pipedrive Deals to Box

Box + Pipedrive

Store Pipedrive Emails in Box

Box + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Notify teams of new Pipedrive deals in Box"

Notify teams of new Pipedrive 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.