Box + Simpro

Create folders in Box for new simPRO company customers

Organize and streamline your customer folders with ease using this simPRO and Box workflow. When you add a new company customer in simPRO, a corresponding folder will be created in Box, ensuring your customer files are always up-to-date and readily accessible. Save time and improve efficiency by automating your folder management process.

Organize and streamline your customer folders with ease using this simPRO and Box workflow. When you add a new company customer in simPRO, a corresponding folder will be created in Box, ensuring your customer files are always up-to-date and readily accessible. Save time and improve efficiency by automating your folder management process.

  1. When this happens...
    SimproSimpro
    New Company Customer

    Triggers when a company customer is created.

    TriggerInstant
  2. automatically do this!
    BoxBox
    Create Folder

    Triggers when you add a new folder.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Job Updated

    Triggers when a job is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Quote Updated

    Triggers when a quote is updated.

    Trigger
    Instant
    Try It
box logo
box logo

About Box

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

Related categories

  • File Management & Storage

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simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management