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.
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.
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).
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).
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 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 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 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 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 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 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.
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.
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.
Tips
Keep folder names unique, for example property address plus listing date, so transactions don’t collide.
Later workflows can find the folder with Get Pinned Box Folder and the “Transaction” type, for example to request buyer documents or share closing documents.
Prefer separate folders per subfolder? Use Create Box Folder instead of Copy Folder, then add a Create Box Folder action for each subfolder.
Tips
Keep folder names unique, for example property address plus listing date, so transactions don’t collide.
Later workflows can find the folder with Get Pinned Box Folder and the “Transaction” type, for example to request buyer documents or share closing documents.
Prefer separate folders per subfolder? Use Create Box Folder instead of Copy Folder, then add a Create Box Folder action for each subfolder.
Tips
Keep folder names unique, for example property address plus listing date, so transactions don’t collide.
Later workflows can find the folder with Get Pinned Box Folder and the “Transaction” type, for example to request buyer documents or share closing documents.
Prefer separate folders per subfolder? Use Create Box Folder instead of Copy Folder, then add a Create Box Folder action for each subfolder.
Why copy a template instead of creating folders one by one?
Copy Folder builds the whole folder tree in one action, so every transaction starts with the same structure and any files in the template.
Why copy a template instead of creating folders one by one?
Copy Folder builds the whole folder tree in one action, so every transaction starts with the same structure and any files in the template.
Why copy a template instead of creating folders one by one?
Copy Folder builds the whole folder tree in one action, so every transaction starts with the same structure and any files in the template.
Can I pin more than one folder to a deal?
Yes. You can pin several folders to a record, but only one folder of each pinned folder type.
Can I pin more than one folder to a deal?
Yes. You can pin several folders to a record, but only one folder of each pinned folder type.
Can I pin more than one folder to a deal?
Yes. You can pin several folders to a record, but only one folder of each pinned folder type.
Does this work with HubSpot listings or custom objects?
Box Connector works on deals and other HubSpot records, and on custom objects that SparkGrid has approved and set up for your account. Custom object support is on the Growth plan and up.
Does this work with HubSpot listings or custom objects?
Box Connector works on deals and other HubSpot records, and on custom objects that SparkGrid has approved and set up for your account. Custom object support is on the Growth plan and up.
Does this work with HubSpot listings or custom objects?
Box Connector works on deals and other HubSpot records, and on custom objects that SparkGrid has approved and set up for your account. Custom object support is on the Growth plan and up.
Related guides and resources
Related guides and resources
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.
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.
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.
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center