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How to connect Box and Instantly
Create a New Scenario to Connect Box and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Box, triggered by another scenario, or executed manually (for testing purposes). In most cases, Box or Instantly will be your first step. To do this, click "Choose an app," find Box or Instantly, and select the appropriate trigger to start the scenario.
Add the Box Node
Select the Box node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the Box node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Box and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Box and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Box, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Box and Instantly integration works as expected. Depending on your setup, data should flow between Box and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Box and Instantly
Box + Slack: When a new file is added to Box, a message is automatically sent to a dedicated Slack channel to announce the new sales content.
Instantly + Google Sheets + Box: When a new lead is created in Instantly, their data is added as a new row in a Google Sheet stored in Box for analysis and reporting.
Box and Instantly integration alternatives
About Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Box and Instantly
How can I connect my Box account to Instantly using Latenode?
To connect your Box account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Box and click on "Connect".
- Authenticate your Box and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Instantly leads to Box?
Yes, you can! Latenode allows seamless data transfer from Instantly to Box. Store new lead information directly in Box for organized follow-up and reporting. Leverage Latenode's no-code interface.
What types of tasks can I perform by integrating Box with Instantly?
Integrating Box with Instantly allows you to perform various tasks, including:
- Automatically backing up Instantly campaign reports to Box.
- Creating Box folders for new Instantly leads.
- Sharing Box files with new Instantly contacts.
- Triggering Instantly campaigns when new files are added to Box.
- Updating Box metadata based on Instantly campaign performance.
HowsecureistheBoxintegrationwithLatenode?
Latenode uses secure authentication protocols for Box. Your credentials are encrypted and never stored. Data transmission is protected using industry-standard security measures.
Are there any limitations to the Box and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Box might impact workflow speed.
- Rate limits from Box and Instantly APIs may affect high-volume workflows.
- Complex folder structures in Box can require more advanced workflow configuration.
