REAL ESTATE · DOCUMENT COLLECTION
How to request buyer documents with a Box file request
Short answer: Build a deal-based HubSpot workflow that triggers when the deal stage is “Under Contract”. Use Get Pinned Box Folder to find the transaction folder and Create Box File Request with a “Buyer Documents” template. Save the File Request Link to a deal property and email it to the buyer.
What it does
When an offer is accepted, the workflow creates a Box file request on the transaction’s folder and saves the upload link on the deal. The buyer gets a secure link and uploads without a login. Files go straight into the transaction’s Box folder, and your team opens them from the HubSpot record.
What it does
When an offer is accepted, the workflow creates a Box file request on the transaction’s folder and saves the upload link on the deal. The buyer gets a secure link and uploads without a login. Files go straight into the transaction’s Box folder, and your team opens them from the HubSpot record.
What it does
When an offer is accepted, the workflow creates a Box file request on the transaction’s folder and saves the upload link on the deal. The buyer gets a secure link and uploads without a login. Files go straight into the transaction’s Box folder, and your team opens them from the HubSpot record.
Before you start
Plan: Growth plan and up.
Each transaction deal has a pinned “Transaction” folder. See How to create a Box transaction folder for each new listing.
Create a “Buyer Documents” File Request Template in Box Connector. The steps are in How to collect client documents with a Box file request.
Create a deal property such as “Buyer upload link”.
Before you start
Plan: Growth plan and up.
Each transaction deal has a pinned “Transaction” folder. See How to create a Box transaction folder for each new listing.
Create a “Buyer Documents” File Request Template in Box Connector. The steps are in How to collect client documents with a Box file request.
Create a deal property such as “Buyer upload link”.
Before you start
Plan: Growth plan and up.
Each transaction deal has a pinned “Transaction” folder. See How to create a Box transaction folder for each new listing.
Create a “Buyer Documents” File Request Template in Box Connector. The steps are in How to collect client documents with a Box file request.
Create a deal property such as “Buyer upload link”.
Step 1: Create the workflow and trigger
In HubSpot, create a deal-based workflow.
Set the trigger to Deal stage is any of Under Contract.
Step 1: Create the workflow and trigger
In HubSpot, create a deal-based workflow.
Set the trigger to Deal stage is any of Under Contract.
Step 1: Create the workflow and trigger
In HubSpot, create a deal-based workflow.
Set the trigger to Deal stage is any of Under Contract.
Step 2: Find the transaction folder
Add Get Pinned Box Folder with the deal’s Record ID, record type Deal and pinned folder type Transaction.
Step 2: Find the transaction folder
Add Get Pinned Box Folder with the deal’s Record ID, record type Deal and pinned folder type Transaction.
Step 2: Find the transaction folder
Add Get Pinned Box Folder with the deal’s Record ID, record type Deal and pinned folder type Transaction.
Step 3: Create the file request
Add Create Box File Request:
Box File Request Template: Buyer Documents.
Folder ID: the Folder ID output from Step 2.
Title (optional): for example the property address.
Expires at (optional): the date the request stops accepting uploads.
Is Email Required? (optional): check it to ask submitters for their email.
Step 3: Create the file request
Add Create Box File Request:
Box File Request Template: Buyer Documents.
Folder ID: the Folder ID output from Step 2.
Title (optional): for example the property address.
Expires at (optional): the date the request stops accepting uploads.
Is Email Required? (optional): check it to ask submitters for their email.
Step 3: Create the file request
Add Create Box File Request:
Box File Request Template: Buyer Documents.
Folder ID: the Folder ID output from Step 2.
Title (optional): for example the property address.
Expires at (optional): the date the request stops accepting uploads.
Is Email Required? (optional): check it to ask submitters for their email.
Step 4: Send the link to the buyer
Add HubSpot’s edit record action and set “Buyer upload link” to the File Request Link output.
Add a HubSpot email step to the buyer contact that includes the “Buyer upload link” property.
Step 4: Send the link to the buyer
Add HubSpot’s edit record action and set “Buyer upload link” to the File Request Link output.
Add a HubSpot email step to the buyer contact that includes the “Buyer upload link” property.
Step 4: Send the link to the buyer
Add HubSpot’s edit record action and set “Buyer upload link” to the File Request Link output.
Add a HubSpot email step to the buyer contact that includes the “Buyer upload link” property.
Step 5: Test and turn it on
Move a test deal to “Under Contract”.
Open the link, upload a sample file and check that it lands in the transaction folder.
Turn the workflow on.
Step 5: Test and turn it on
Move a test deal to “Under Contract”.
Open the link, upload a sample file and check that it lands in the transaction folder.
Turn the workflow on.
Step 5: Test and turn it on
Move a test deal to “Under Contract”.
Open the link, upload a sample file and check that it lands in the transaction folder.
Turn the workflow on.
Tips
Use a subfolder such as “Buyer Documents” for the file request if you want buyer uploads kept apart. You can have only one file request per Box folder.
Box can notify your team when files are uploaded, and the files show in the deal’s Box Files card.
Your data stays in Box 100% of the time.
Tips
Use a subfolder such as “Buyer Documents” for the file request if you want buyer uploads kept apart. You can have only one file request per Box folder.
Box can notify your team when files are uploaded, and the files show in the deal’s Box Files card.
Your data stays in Box 100% of the time.
Tips
Use a subfolder such as “Buyer Documents” for the file request if you want buyer uploads kept apart. You can have only one file request per Box folder.
Box can notify your team when files are uploaded, and the files show in the deal’s Box Files card.
Your data stays in Box 100% of the time.
Do buyers need a Box account?
No. Buyers open the link and upload without a Box login.
Do buyers need a Box account?
No. Buyers open the link and upload without a Box login.
Do buyers need a Box account?
No. Buyers open the link and upload without a Box login.
Can I stop accepting uploads after closing?
Yes. Set Expires at when you create the file request, or set the file request’s Status to Inactive.
Can I stop accepting uploads after closing?
Yes. Set Expires at when you create the file request, or set the file request’s Status to Inactive.
Can I stop accepting uploads after closing?
Yes. Set Expires at when you create the file request, or set the file request’s Status to Inactive.
Where do the buyer's files go?
Into the Box folder you set in Folder ID, usually the transaction’s pinned folder or a subfolder of it.
Where do the buyer's files go?
Into the Box folder you set in Folder ID, usually the transaction’s pinned folder or a subfolder of it.
Where do the buyer's files go?
Into the Box folder you set in Folder ID, usually the transaction’s pinned folder or a subfolder of it.
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