New contacts in Copper — Finding folders in Box

The scenario catches new contacts in Copper and finds folders in Box. Runs on its own, no manual copying.

  • Every new client from Copper has their files in Box found right away.
  • You don't dig through storage by hand — the documents are right there.
  • You work with a client with their folder ready from the start.

How it works

To connect Copper and Box, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Freshdesk
  3. Then: Box

You can launch this Copper + Box integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.