.svg){kind=icon}
How to connect Box and NoCRM
Create a New Scenario to Connect Box and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Box or NoCRM, 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.
+
1
Box
Add the NoCRM Node
Next, click the plus (+) icon on the Box node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
1
Box
âš™
+
2
NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Box and NoCRM 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 NoCRM 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
NoCRM
1
Trigger on Webhook
âš™
2
Box
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Box, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Box and NoCRM (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 NoCRM
NoCRM + Box + Slack: When a lead's status changes in NoCRM, find the related documents in Box and send a notification to a Slack channel.
NoCRM + Box + Google Sheets: When a deal is won in NoCRM, find the related files in Box, and record the deal's details in a Google Sheet.
Box and NoCRM 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.
Similar apps
Related categories
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Box and NoCRM
How can I connect my Box account to NoCRM using Latenode?
To connect your Box account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save NoCRM documents to Box?
Yes, you can! Latenode’s visual editor simplifies this automation. Store important NoCRM files in Box, ensuring data backup and accessibility across your team, plus use prompt-based AI to auto-summarize the documents.
What types of tasks can I perform by integrating Box with NoCRM?
Integrating Box with NoCRM allows you to perform various tasks, including:
- Automatically create Box folders for new NoCRM leads.
- Sync updated contact information from NoCRM to Box.
- Upload signed contracts from NoCRM to a specific Box folder.
- Generate NoCRM reports and store them in Box automatically.
- Trigger NoCRM actions when a new file is added to Box.
How secure is connecting my Box account through Latenode?
Latenode uses advanced encryption and security protocols. Your Box credentials are secure, and data transfer is protected, plus you can add custom encryption via JavaScript.
Are there any limitations to the Box and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Box might affect workflow speed.
- Real-time updates depend on the API rate limits of both Box and NoCRM.
- Complex data transformations may require JavaScript coding.
