Box + QuoteMachine
Create folders in Box for new QuoteMachine orders
Effortlessly organize your sales documents with this seamless workflow between QuoteMachine and Box. Whenever a new order is created in QuoteMachine, a corresponding folder will be created in Box, making it easy to store and manage all related files. Save time and maintain a streamlined filing system with this efficient automation.
Effortlessly organize your sales documents with this seamless workflow between QuoteMachine and Box. Whenever a new order is created in QuoteMachine, a corresponding folder will be created in Box, making it easy to store and manage all related files. Save time and maintain a streamlined filing system with this efficient automation.
- When this happens...Order Created
Triggers when an order is marked as done.
- automatically do this!Create Folder
Triggers when you add a new folder.
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Contact Created
Triggers when an contact is created.
Try ItContact Updated
Triggers when an contact is updated.
Try ItInvoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItOrder Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try It
