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How to connect Instantly and Box
Create a New Scenario to Connect Instantly and Box
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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Box will be your first step. To do this, click "Choose an app," find Instantly or Box, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Box Node
Next, click the plus (+) icon on the Instantly node, select Box from the list of available apps, and choose the action you need from the list of nodes within Box.
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Authenticate Box
Now, click the Box node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Box settings. Authentication allows you to use Box through Latenode.
Configure the Instantly and Box 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 Instantly and Box 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Box, 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 Instantly and Box integration works as expected. Depending on your setup, data should flow between Instantly and Box (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Box
Instantly + Box + Slack: When a new lead is created in Instantly, their information is automatically uploaded to a designated folder in Box. A notification is then sent to a specified Slack channel to alert the sales team about the new lead.
Instantly + Box + Google Sheets: Store Instantly campaign reports as text files in a designated Box folder. Simultaneously, track key performance metrics such as leads generated, meetings booked, and conversion rates in a Google Sheet for easy performance monitoring.
Instantly and Box integration alternatives
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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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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See how Latenode works
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FAQ Instantly and Box
How can I connect my Instantly account to Box using Latenode?
To connect your Instantly account to Box on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Box accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Instantly campaign reports in Box?
Yes, you can! Latenode's visual editor makes this simple. Automatically back up your Instantly data to Box, ensuring secure storage and easy access for compliance or review.
What types of tasks can I perform by integrating Instantly with Box?
Integrating Instantly with Box allows you to perform various tasks, including:
- Automatically save new Instantly reports to a specific Box folder.
- Share Box files via Instantly email campaigns.
- Create backup archives of Instantly data in Box on a schedule.
- Update Box file metadata based on Instantly campaign results.
- Trigger Instantly campaigns when new files are added to Box.
Can I use advanced logic with Instantly and Box on Latenode?
Yes! Latenode’s no-code blocks, JavaScript, and AI steps allow for complex workflows between Instantly and Box, beyond simple data transfers.
Are there any limitations to the Instantly and Box integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Instantly to Box may take time.
- Complex workflow logic requires familiarity with Latenode's editor.
- API rate limits for Instantly and Box may impact high-volume automations.
