Unlocking the Power of Box Intelligent Cloud Content Management with HubSpot Workflows

In today’s digital workspace, intelligent content management is crucial for productivity. The official Box Connector for HubSpot provides a comprehensive integration between Box’s intelligent cloud content platform and HubSpot, enabling businesses to automate file management processes and enhance workflow efficiency.

Streamline Your Document Processes

The Box Connector offers a robust set of functions that allow organizations to automate routine Box tasks directly from HubSpot, reducing manual effort and ensuring consistency in file management. Whether you need to manage files, organize folders, control collaborations, or handle metadata, this connector provides the tools to make it happen automatically within your HubSpot workflows.

Key Benefits of Box Integration

• Save Time: Eliminate repetitive manual tasks related to file management

• Reduce Errors: Ensure consistent handling of files and folders

• Enhance Security: Manage shared links and collaborations systematically

• Improve Compliance: Apply metadata consistently across your content

• Boost Productivity: Focus on value-added work instead of administrative tasks

Complete Function Reference

The Box Connector includes comprehensive functions for all aspects of Box management:

File Operations

• Get Box File Details: Retrieves information about a specific file including metadata, permissions, and other attributes.

• Delete File: Permanently removes a file from Box.

• Copy File: Creates a duplicate of a file in another folder location.

• Update / Move Box File: Modifies file information or relocates it to a different folder.

• Get Box File Shared Link: Retrieves an existing shared link for a file.

• Add Box File Shared Link: Creates a new shared link for a file, allowing others to access it.

• Remove Box File Shared Link: Deletes an existing shared link from a file.

Folder Operations

• Get Box Folder: Retrieves information about a folder and its contents.

• Create Box Folder: Creates a new folder in a specified location.

• Delete Folder: Permanently removes a folder and all its contents.

• Copy Folder: Duplicates a folder and its contents to another location.

• Update / Move Box Folder: Modifies folder information or relocates it within the file structure.

• Pin Box Folder: Marks a folder as “pinned” for quick access.

• Unpin Box Folder: Removes the “pinned” status from a folder.

• Get Box Folder Shared Link: Retrieves an existing shared link for a folder.

• Add Box Folder Shared Link: Creates a new shared link for a folder, enabling others to access it.

• Remove Box Folder Shared Link: Deletes an existing shared link from a folder.

Collaboration Management

• Add Collaborations: Invites users to collaborate on a file or folder with specific permissions.

• Update Collaborations: Modifies existing collaboration permissions or settings.

• Delete Collaborations: Removes users’ access to a shared file or folder.

Metadata Operations

• Get Box Metadata Template: Retrieves the structure and fields of a metadata template.

• Get Box Metadata Instance by File: Retrieves metadata associated with a specific file.

• Get Box Metadata Instance by Folder: Retrieves metadata associated with a specific folder.

• Create Box Metadata Instance on File: Applies metadata values to a file using a template.

• Create Box Metadata Instance on Folder: Applies metadata values to a folder using a template.

• Update Box Metadata Instance on File: Modifies existing metadata values on a file.

• Update Box Metadata Instance on Folder: Modifies existing metadata values on a folder.

• Delete Box Metadata Instance on File: Removes metadata from a file.

• Delete Box Metadata Instance on Folder: Removes metadata from a folder.

Metadata Cascade Policy

• Create Box Metadata Cascade Policy: Establishes a policy to automatically apply metadata from a parent folder to all items within it.

• Get Box Metadata Cascade Policy: Retrieves information about an existing cascade policy.

• List Box Metadata Cascade Policies: Returns all cascade policies applicable to a folder or enterprise.

• Force Apply Box Metadata Cascade Policy: Manually triggers the application of a cascade policy to all items in a folder.

• Delete Box Metadata Cascade Policy: Removes a cascade policy, stopping automatic metadata inheritance.

Get Started Today

Ready to harness the full potential of Box’s intelligent cloud content platform in your HubSpot workflows? The official Box Connector for HubSpot can transform your content management processes and help you build more powerful, automated workflows between these two essential business platforms.