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Get Started FreeTrigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Choose Apptivo as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Box as the action app from the list.
Connect your Box account & authenticate it.
Select the data you want to send from Apptivo to Box & your AI Agent is ready!
New Lead
Move Or Copy File
New Lead
Add Task to File
New Lead
Create Folder
New Lead
Add User as Collaborator
New Lead
Upload File
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Box lets you keep all your businesses files in one place for simple online collaboration.
The integration between Apptivo and Box is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Apptivo with Box, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Apptivo-Box integration:
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