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How to connect Box and Kommo
Create a New Scenario to Connect Box and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Box or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Box node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Box and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Box and Kommo (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 Kommo
Kommo + Box + Slack: When a new lead is created in Kommo, its associated documents are automatically uploaded to a designated folder in Box. Then, a message is sent to a specific Slack channel, notifying team members about the new lead and the uploaded documents.
Kommo + PandaDoc + Box: When a lead reaches a specific stage in Kommo, a contract is automatically created in PandaDoc using a predefined template. After the document is created, it's stored in a designated folder in Box for record-keeping.
Box and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ Box and Kommo
How can I connect my Box account to Kommo using Latenode?
To connect your Box account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo deals with files from Box?
Yes, you can! Latenode lets you build advanced workflows with no-code blocks or JavaScript, keeping your Kommo deals current with Box file updates in real-time, improving team collaboration.
What types of tasks can I perform by integrating Box with Kommo?
Integrating Box with Kommo allows you to perform various tasks, including:
- Automatically creating a new Box folder when a new lead is added to Kommo.
- Adding files from Box to a Kommo contact's profile.
- Triggering Kommo tasks when a file is modified in Box.
- Backing up Kommo contact data to a secure Box folder regularly.
- Sending Box files through Kommo as part of sales communications.
How easily can I automate complex Box file workflows in Latenode?
Latenode’s visual editor and code blocks empower you to design and automate advanced Box file workflows, scaling your business with ease and efficiency.
Are there any limitations to the Box and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may impact workflow execution speed.
- Real-time updates depend on the polling intervals set in Latenode.
- Certain advanced Box permissions might require custom code.
