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Integrate Box with IntelligenceBank to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Box with IntelligenceBank - no code necessary. See how you can get setup in minutes.

Select a trigger from Box

A trigger is an event that starts your Zap and runs the workflow. For example, with Box, a trigger could be "New Comment."

A trigger is the event that kicks off your automated workflow.

Setup an action from IntelligenceBank

An action is what takes place after the automation is triggered. For example, with IntelligenceBank, the action could be "Add Record Multi-Upload Field File or URL."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Box to IntelligenceBank

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Box to IntelligenceBank with a Zapier template.

Our most popular template

Upload new IntelligenceBank resources as files in Box
Details
Try it
IntelligenceBank + Box

Upload new IntelligenceBank resources as files in Box

IntelligenceBank + Box

Make work flow with AI

Level up your Box to IntelligenceBank integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Box and IntelligenceBank to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Box and IntelligenceBank to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
Try It
- Folder
  Required
- Share
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File_id
  Required
- Message
  Required
Action
Write
- Folder
  Required
- Name
Action
Write

- Folder
  Required
- Name
- File
  Required
- Share
Action
Write
- Name
- Folder
  Required
- File_extensions
Action
Search

- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- Search Keywords
Trigger
Scheduled
Try It
- Database _id
- Field _id
- File Upload Type
- File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Scheduled
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Trigger
Scheduled
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- Database _id
  Required
- Record _id
  Required
Action
Write
- Database _id
  Required
- Create Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Write
- Source
- Source Type
  Required
- Message
  Required
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- File Upload Type
- Restrict Content Search
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File Name
  Required
- Remote File Name
  Required
- Remote Connector Key
  Required
Action
Write
- Record _id
  Required
Action
Write
- File Tmp Name
  Required
Action
Write
- Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Resource Id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Form Source
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Source
- Field _id
- File Upload Type
- File Entry Type
- Approval Revision
- Workflow Approval Status
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Restrict Content Search
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Action
Search
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Search or write

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
  Required
Trigger
Scheduled
Try It
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share
Action
Write
- File_id
  Required
- Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
  Required
- Due_at
- Assign_to
Action
Write
- Name
- Folder
  Required
Action
Search
- Folder _id
- Search Keywords
Trigger
Scheduled
Try It
- Resolved
- Source Type
  Required
- Source
- Parent MarkUp Comment
- MarkUp Comment Creator
- Search Keywords
Trigger
Scheduled
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- Database _id
- Field _id
- File Upload Type
- File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Scheduled
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Scheduled
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Scheduled
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Scheduled
Try It
- Platform URL
  Required
- Email Address
  Required
- Password
  Required
Action
Write
- Target
  Required
- Name
- File
  Required
Action
Write
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - Original Filename
  Required
Action
Write
- Folder _id
- Resource URL
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Markup Comment _id
  Required
Action
Write
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
  Required
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource Id
  Required
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - New Name
  Required
- Create New Version
  Required
- New Version Comment
Action
Write
- Filter _id
  Required
Action
Write
- Group _id
  Required
Action
Write
- Record _id
  Required
Action
Write
- Workflow Request _id
  Required
Action
Write
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
Action
Search
- Source Type
  Required
- Source
- MarkUp Comment Creator
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Database _id
  Required
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Search or write

Learn how to automate Box on the Zapier blog

Learn how to automate IntelligenceBank on the Zapier blog

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Related categories

File Management & Storage

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About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

Related categories

Marketing

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