ANY INDUSTRY · FOLDER AUTOMATION
How to create a Box folder for every HubSpot support ticket
Short answer: Build a ticket-based HubSpot workflow that triggers when a ticket is created. Add Create Box Folder named with the ticket ID and company, Pin Box Folder to Record with a “Case Files” type, and Create Box File Request so the customer can upload logs, photos or reports.
What it does
Each new ticket gets its own Box folder, pinned to the ticket, plus an upload link for the customer. Support, field service and warranty teams open every case file from the HubSpot ticket instead of digging through email attachments.
Before you start
Plan: Growth plan and up.
Add the Box Files card to your ticket layout.
Create a pinned folder type called “Case Files”.
Create a File Request Template such as “Case Files Upload”. See How to collect client documents with a Box file request.
Note the folder ID of your tickets parent folder, and create a ticket property such as “Customer upload link”.
Step 1: Create the workflow and trigger
Create a ticket-based workflow in HubSpot.
Set the trigger to a ticket being created. Filter by pipeline if only some tickets need folders.
Step 2: Create the ticket folder
Add Create Box Folder with Folder Name built from the ticket ID and company name, and your tickets folder as Parent Folder ID.
Step 3: Pin it to the ticket
Add Pin Box Folder to Record with the ticket’s Record ID, record type Ticket, the folder_id output and pinned folder type Case Files.
Step 4: Create the upload link
Add Create Box File Request with your template and the folder_id output as Folder ID.
Add HubSpot’s edit record action to save the File Request Link output to “Customer upload link”.
Send the link in your ticket confirmation email.
Step 5: Test and turn it on
Create a test ticket and upload a sample file through the link.
Check the folder in Box and the pin on the ticket, then turn the workflow on.
Real results
ElectraMet drives Box folder structure from HubSpot deals and tickets with Box Connector.
Frequently asked questions
Can I only create folders for some tickets?
Can customers upload without a Box account?
Where does the folder show in HubSpot?
Related guides and resources
Try this workflow in your HubSpot
Box Connector gives you 42 no-code HubSpot workflow actions for Box. Start a free trial or book a demo and we’ll walk through this workflow with you.
