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How to connect Kommo and Box
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Box will be your first step. To do this, click "Choose an app," find Kommo or Box, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Box Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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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Save and Activate the Scenario
After configuring Kommo, 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 Kommo and Box integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Box
Kommo + Box + Google Drive: When a new lead is created in Kommo, automatically create a folder in Box to store related documents. Simultaneously, upload a backup copy of these documents to Google Drive.
Box + Kommo + Slack: When a new file is uploaded to Box (representing a signed contract), update the corresponding lead's status in Kommo. Then, notify the sales team in a designated Slack channel.
Kommo and Box integration alternatives
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.
Related categories
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 Kommo and Box
How can I connect my Kommo account to Box using Latenode?
To connect your Kommo account to Box on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Box accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Kommo contact files to Box?
Yes, you can! Latenode allows you to create automated workflows to seamlessly back up your Kommo contact files to Box, ensuring data security and easy access. Leverage no-code or JavaScript for custom logic.
What types of tasks can I perform by integrating Kommo with Box?
Integrating Kommo with Box allows you to perform various tasks, including:
- Automatically saving new Kommo leads' documents to a specific Box folder.
- Creating a Box folder for each new deal created in Kommo.
- Updating Box files when a Kommo contact's details are modified.
- Triggering Kommo tasks when new files are added to a Box folder.
- Archiving old Kommo deals' data into Box for long-term storage.
Can I use JavaScript to customize the Kommo and Box integration?
Yes! Latenode's advanced features allow you to use JavaScript code blocks to enhance the Kommo and Box integration, creating custom data transformations.
Are there any limitations to the Kommo and Box integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may impact workflow execution time.
- Custom JavaScript code requires familiarity with the Kommo and Box APIs.
- Complex workflows may require additional resources.
