Box and Monica CRM automations — Files & Storage

Ready-made scenarios where Box and Monica CRM work for you (files & storage): pick one — a copy appears in your account and runs on its own.

37 scenarios

Updated folders in Box — Records in Monica CRM
Documents from storage sent to accounting
New files in Box — Updating notes in Monica CRM
New folders in Box — Notes in Monica CRM
New files in Box — Conversations in Monica CRM
New files in Box — Calls in Monica CRM
Updated files in Box — Notes in Monica CRM
New comments in Box — Conversations in Monica CRM
Downloaded: files in box — Records in Monica CRM
New contacts in Monica CRM — Files in Box
New notes in Monica CRM — Finding files in Box
Found: folders in Box — Notes in Monica CRM
New folders in Box — Notes in Monica CRM
New notes in Monica CRM — Files in Box
New files in Box — Contacts in Monica CRM — variant 2
New contacts in Monica CRM — Uploading files in Box
New files in Box — Updating contacts in Monica CRM
New contacts in Monica CRM — Folders in Box
New messages in Monica CRM — Finding files in Box
New notes in Monica CRM — Folders in Box
New records in Monica CRM — Finding folders in Box
Updated contacts in Monica CRM — Folders in Box
Found: files in Box — Activities in Monica CRM
New records in Monica CRM — Uploading files in Box — variant 2
Found: files in Box — Tags in Monica CRM
New tasks in Monica CRM — Finding files in Box
Updated records in Monica CRM — Files in Box
New records in Monica CRM — Folders in Box
Found: files in Box — Notes in Monica CRM
New contacts in Monica CRM — Finding folders in Box
New notes in Monica CRM — Finding folders in Box
New files in Box — Notes in Monica CRM
New tasks in Monica CRM — Folders in Box
Found: files in Box — Notes in Monica CRM
New files in Box — Records in Monica CRM
A presentation from a link — straight into your cloud
Document sync between storages