REAL ESTATE · FOLDER AUTOMATION
How to create a Box transaction folder for each new listing
Short answer: Build a deal-based HubSpot workflow that triggers when a deal is created in your “Listings” pipeline. Use Copy Folder to copy a Box template folder and name it from the property address, then Pin Box Folder to Record with a “Transaction” pinned folder type.
What it does
Every new listing or transaction gets the same Box folder tree, such as Disclosures, Inspections, Title and Closing, named after the property. The folder is pinned to the HubSpot deal, so agents and coordinators open it from the record.
Before you start
Plan: Growth plan and up.
Build a template folder in Box with your standard subfolders (for example Disclosures, Inspections, Title, Closing) and note its folder ID.
Note the folder ID of the parent folder where transaction folders should live.
Create a pinned folder type called “Transaction” in Box Connector (Settings > Pinned Folder Types).
Step 1: Create the workflow and trigger
In HubSpot, create a deal-based workflow.
Set the trigger to a deal being created in your “Listings” pipeline.
Step 2: Copy the template folder
Add Copy Folder:
Folder ID to Copy: your template folder ID.
Destination Folder ID: your transactions parent folder ID.
Optional New Name: the property address from the deal, using HubSpot tokens.
The ID of New Folder output holds the new folder’s Box ID.
Step 3: Pin the folder to the deal
Add Pin Box Folder to Record:
HubSpot Object Record ID: the deal’s Record ID.
HubSpot Object Record Type: Deal.
Box Folder ID: the ID of New Folder output.
Pinned Mode: add.
Pinned Folder Type: Transaction.
Step 4: Test and turn it on
Create a test deal in the Listings pipeline.
Check Box for the new folder and subfolders, then open the deal and confirm the folder is pinned under “Transaction”.
Turn the workflow on.
Frequently asked questions
Why copy a template instead of creating folders one by one?
Can I pin more than one folder to a deal?
Does this work with HubSpot listings or custom objects?
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.
