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How to connect Box and Salesmate
Create a New Scenario to Connect Box and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Box or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Box node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Box and Salesmate 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 Salesmate 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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Box and Salesmate (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 Salesmate
Box + Slack + Salesmate: When a new file is added to a specified folder in Box, a message is sent to a designated channel in Slack, notifying the Salesmate team about the new file.
Salesmate + Box + Google Drive: When a new deal is created in Salesmate, find a corresponding folder or create a new folder in Box, then upload call recordings from Salesmate to a dedicated folder on Google Drive and link files into the Box folder.
Box and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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FAQ Box and Salesmate
How can I connect my Box account to Salesmate using Latenode?
To connect your Box account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save new Salesmate leads' files to Box?
Yes, you can! Latenode's visual editor makes it easy to create workflows that automatically save files from new Salesmate leads directly into designated Box folders, ensuring data is safely stored.
What types of tasks can I perform by integrating Box with Salesmate?
Integrating Box with Salesmate allows you to perform various tasks, including:
- Automatically uploading signed contracts from Salesmate to Box.
- Creating new Box folders for each new deal created in Salesmate.
- Sharing relevant Box documents with new Salesmate contacts.
- Updating Salesmate contact information when files are modified in Box.
- Generating reports from Box data and sending them to Salesmate dashboards.
Can I use JavaScript to extend Box functionality in Latenode?
Yes! Latenode allows custom JavaScript code to interact with the Box integration, enabling tailored workflows beyond the standard actions.
Are there any limitations to the Box and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may experience delays due to API rate limits.
- Complex workflows with many steps can consume more processing resources.
- Custom field mappings may require manual configuration within Latenode.
