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Box channel

Box is a cloud content management and file sharing service for businesses.

See the Channel Catalog to see which Plans have access to this channel.

Please note that terms used in the Box channel categories are Box specific terminology.

How to Connect

  1. On the My pipelines page, click Create Pipelines. 
    new.connect.png
  2. Search for the first step for your new pipeline. You can always add more steps later.
  3. To use the legacy builder, click the Pipeline Designer toggle to use the legacy version of the pipeline builder.
    pipe.toggle.png

For more information about connections, see How to connect to a channel.

Connect to Box

  1. Expand Box in the list of channels and click Connect to Box.
  2. In the pop-up window, click Connect to Box.
  3. Sign in with your Box credentials and click Authorize.
  4. Click Grant access to Box.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.
  • Authorization updates, such as a changed password.
  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.
  2. Open a step that contains this channel.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Box fall into two categories: Folders and Files.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

TYPE NAME DESCRIPTION
Folders
Trigger Folder Created Triggers when a new folder is created in the selected account.
Trigger Folder Modified Triggers when a folder is modified in the selected account.
Trigger Folder Trashed Triggers when a folder is trashed in the selected account.
Action Create Folder Creates a new folder. A parent folder should be looked up in a previous step.
Action Create Folder In Creates a new folder in the target folder path. If the target is not available, folder will be created in the root directory (All Files/).
Action Create Shared Link Creates a shared link to a selected folder. 
Action Update or Move Folder Update a selected folder. You can use this to rename or move a folder. The folder should be looked up in a previous step.
Action Delete Folder Delete a folder.
Action Delete Folder (Recursive) Delete a folder that is not empty by recursively deleting the folder and all of its content. The folder should be looked up in a previous step.
Action Copy Folder Copy a folder
Query Search Folders Searches for folders in the selected account and returns a list.
Query Fetch a Linked Folder Fetches a linked folder based on specific criteria.
Action Look Up Folder

Looks for a folder based on search criteria and returns a single result.

Note: When using a path for your query, use everything after the /folder section of the Box URL.


For example:

https://app.box.com/folder/EmploymentContracts

It may take up to 10 minutes for this action to discover newly created Box folders.
Files
Trigger File Uploaded Initiates the pipeline when a new file is uploaded to Box.
Trigger File Modified Initiates the pipeline when a file has been modified.
Trigger File Trashed Triggers when a file is trashed in the selected account.
Action Upload File Uploads a file to Box.
Action Upload File In Uploads a file to a selected Box folder.
Action Create Shared Link Creates a shared link to a selected file. 
Action Update or Move File
Update a selected file. You can use this to rename or move a file. The file should be looked up in a previous step.
Action Delete File Deletes a file in the selected account.
Action Copy File Creates a copy of a file. It doesn't change the original file. The file should be looked up in a previous step. 
Query Search Files Returns a list of files based on search criteria.
Action Fetch a Linked File Fetches a linked file based on specific criteria.
Action Look Up a File Looks for a file based on search criteria and returns a single result.

Limits

In the Box channel you can upload files up to 100 MB.

 

Use Cases

Here are some use case examples to help you understand how to use the Box channel.

In this case, you'd like to upload a csv file from Box and add it to a table in Quickbase.

  1. Add a Box Lookup File action to locate your csv file.
  2. Then add a Quickbase Import CSV step. Import with CSV will import data from a given CSV resource into a specified table in Quickbase. See About Import with CSV in the Quickbase Channel for more information.

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