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Box

Reference

20 triggers and 286 actions for Box workflows.

01. Triggers

Start a workflow when something happens in Box

Each trigger lists the event it fires on, the data it sends, and a template you can use it in.

Webhook

20 triggers

Real-time push from the source.

Webhook★ Featured

BOX_FILE_COMMENT_ADDED_TRIGGER

Fires when someone adds a new comment to a file. Use this to track file discussions and feedback.

3 config fields2 output fields
Webhook★ Featured

BOX_FILE_VERSION_UPLOADED_TRIGGER

Fires when a new version of a file is uploaded. Use this to track file updates and version history.

3 config fields3 output fields
Webhook★ Featured

BOX_NEW_FILE_ADDED_TRIGGER

Fires when a new file is uploaded to a folder. Use this to respond to new content being added.

3 config fields2 output fields
Webhook★ Featured

BOX_NEW_FOLDER_COLLABORATION_CREATED_TRIGGER

Fires when someone is added as a collaborator on a folder. Use this to track new sharing and access grants.

3 config fields2 output fields
Webhook★ Featured

BOX_NEW_SIGN_REQUEST_CREATED_TRIGGER

Fires when a new signature request is created in Box. Use this to start workflows when documents are sent for signing.

2 config fields2 output fields
Webhook★ Featured

BOX_NEW_TASK_CREATED_TRIGGER

Fires when someone creates a new task on a file. Use this to respond to new work items being assigned on your files.

2 config fields2 output fields
Webhook★ Featured

BOX_SIGN_REQUEST_STATUS_CHANGED_TRIGGER

Fires when a Box Sign request's status changes or when signers respond. Use this to track signature collection progress.

2 config fields3 output fields
Webhook★ Featured

BOX_TASK_STATE_CHANGED_TRIGGER

Fires when a task's status, due date, or completion state changes. Use this to monitor task progress and updates.

2 config fields3 output fields
Webhook

BOX_COLLABORATION_DETAILS_CHANGED_TRIGGER

Fires when a collaboration's key details change, such as the user's role, access status, or expiration date. Use this to track permission and access modifications.

2 config fields5 output fields
Webhook

BOX_COMMENT_CHANGED_TRIGGER

Fires when a comment is edited or updated. Use this to track changes to file feedback and discussions.

2 config fields5 output fields
Webhook

BOX_FILE_METADATA_CHANGED_TRIGGER

Fires when a file's properties change, such as its name, description, size, or location. Use this to monitor file metadata updates.

2 config fields3 output fields
Webhook

BOX_FILE_SHARED_LINK_CHANGED_TRIGGER

Fires when a file's shared link settings change, such as access level, password, or expiration. Use this to monitor public file sharing configuration updates.

2 config fields6 output fields
Webhook

BOX_FOLDER_ITEM_ADDED_TRIGGER

Fires when a new file, folder, or web link is added to a folder. Use this to track all new content being added to a location.

3 config fields2 output fields
Webhook

BOX_FOLDER_PROPERTIES_CHANGED_TRIGGER

Fires when a folder's basic properties change, such as its name, description, location, or shared link settings. Use this to monitor folder configuration updates.

2 config fields10 output fields
Webhook

BOX_FOLDER_SHARED_LINK_CHANGED_TRIGGER

Fires when a folder's shared link settings change, such as access level, password, or expiration. Use this to monitor public sharing configuration updates.

2 config fields6 output fields
Webhook

BOX_NEW_PENDING_COLLABORATION_TRIGGER

Fires when you receive a new collaboration invite. Use this to notify users of pending access requests.

2 config fields2 output fields
Webhook

BOX_NEW_TASK_ASSIGNMENT_TRIGGER

Fires when someone is assigned to a task. Use this to notify users of new work assignments.

2 config fields2 output fields
Webhook

BOX_TASK_ASSIGNMENT_STATE_CHANGED_TRIGGER

Fires when a task assignment is completed, approved, or rejected. Use this to track task resolution and approval status.

2 config fields4 output fields
Webhook

BOX_TRASHED_FILE_STATE_CHANGED_TRIGGER

Fires when a file is moved to or restored from trash. Use this to monitor file deletion and recovery actions.

2 config fields5 output fields
Webhook

BOX_TRASHED_FOLDER_STATE_CHANGED_TRIGGER

Fires when a folder is moved to or restored from trash. Use this to monitor folder deletion and recovery actions.

2 config fields5 output fields
02. Operations

Act on Box from a workflow

Operations are the actions a workflow can take in Box, grouped by category. Each lists its method, parameters, and a template you can drop it into.

AI

2 operations

Leverage artificial intelligence capabilities to automate content analysis and generation tasks. Build and manage AI agents that can answer questions about your files and generate text-based content within your Box workflows.

Action

Ask question

BOX_ASK_QUESTION

Ask natural language questions about your Box files and get instant AI-powered answers based on the file contents. This helps you quickly extract information from documents without manually reading through them.

6 input
Action

Create AI Agent

BOX_CREATE_AI_AGENT

Set up a custom AI agent within Box AI Studio to automate tasks like answering questions, generating content, or extracting metadata from your documents. This lets you build intelligent automation tailored to your team's specific workflows without coding.

19 input

Authentication

1 operation

Manage secure access to the Box API through token-based authentication. Handle user authorization, token refresh, and revocation to maintain proper security and session management in your integrations.

Action

Authorize user

BOX_AUTHORIZE_USER

Directs a user to Box's authorization page so they can grant your application permission to access their Box account and files on their behalf. This is the essential first step for enabling secure API access to a user's Box workspace.

5 input

Classification

3 operations

Organize and categorize your Box files and folders with structured classification metadata. Apply standardized classification schemes to ensure consistent organization and compliance across your enterprise content.

Action

Add classification to file

BOX_ADD_CLASSIFICATION_TO_FILE

Adds a security classification label to a file in Box, helping you organize and protect sensitive documents according to your organization's compliance standards. This ensures files are properly marked with the appropriate security level for access control and audit purposes.

2 input
Action

Add classification to folder

BOX_ADD_CLASSIFICATION_TO_FOLDER

Applies a security classification label to a folder to organize and control access based on your organization's data sensitivity standards. This helps maintain compliance and ensures files are handled according to their confidentiality level.

2 input
Action

Add initial classifications

BOX_ADD_INITIAL_CLASSIFICATIONS

Sets up your enterprise's document classification system by creating an initial template with classification labels like Confidential, Internal, or Public. This establishes how your team will organize and protect documents based on sensitivity levels.

6 input

Collaboration

1 operation

Control how users share access and work together on files and folders within Box. Manage collaboration invitations, permissions, and group access to streamline team workflows and content sharing.

Action★ Featured

Create collaboration

BOX_CREATE_COLLABORATION

Grant specific people or groups access to your files and folders on Box with customizable permission levels. This enables you to collaborate securely without sharing broader account access.

11 input

Comments

1 operation

Enable threaded discussions on files by creating, reading, and managing comments collaboratively. Foster asynchronous communication and feedback loops directly within your Box file workflows.

Action

Create comment

BOX_CREATE_COMMENT

Add comments to files or reply to existing comments to facilitate team collaboration and feedback on documents stored in Box.

5 input

Files

1 operation

Perform comprehensive file management operations including uploading, copying, versioning, and deletion. Control file lifecycle, recover previous versions, and generate thumbnails to support full document management workflows.

Action

Copy file

BOX_COPY_FILE

Duplicates a file in your Box storage, allowing you to preserve the original while creating a working version without manual re-uploading.

5 input

Folders

3 operations

Create, organize, and manage folder structures with support for locking and transferring ownership. Control folder contents, permissions, and retention while maintaining proper hierarchy and access governance.

Action★ Featured

Create folder

BOX_CREATE_FOLDER

Create a new folder in Box to organize and structure your file storage. Use this to build a logical folder hierarchy for managing documents, projects, and team resources.

4 input
Action

Copy folder

BOX_COPY_FOLDER

Creates a duplicate of a folder and all its contents in a specified destination, leaving the original folder unchanged. This helps you maintain backup copies or organize project versions without affecting existing work.

4 input
Action

Create folder lock

BOX_CREATE_FOLDER_LOCK

Prevent accidental or unauthorized changes to important folders by locking them from being moved or deleted, ensuring critical business files stay secure and in their intended location.

4 input

Groups

2 operations

Administer user groups within your Box enterprise to manage team composition and membership. Assign users to groups and update group settings to support role-based access control and team organization.

Action

Add user to group

BOX_ADD_USER_TO_GROUP

Add a team member to a Box group to organize users and manage access to shared files and folders based on department or project teams.

5 input
Action

Create group

BOX_CREATE_GROUP

Creates a new group of users in your Box enterprise, allowing you to organize team members for easier file sharing and permission management. This helps you control access to sensitive documents and collaborate more efficiently across different departments or projects.

7 input

Integrations

2 operations

Connect Box to external collaboration platforms like Slack and Microsoft Teams for seamless content sharing. Map Box content to channel conversations and enable cross-platform collaboration workflows.

Action

Create slack integration mapping

BOX_CREATE_SLACK_INTEGRATION_MAPPING

Connect a Slack channel directly to a Box folder or file so your team can access and manage content without leaving Slack. This creates a seamless workflow where file updates and discussions happen in one unified space.

3 input
Action

Create Teams integration mapping

BOX_CREATE_TEAMS_INTEGRATION_MAPPING

Links a Microsoft Teams channel to a Box folder so files shared in Teams are automatically stored in the designated Box folder, creating a unified document management system across both platforms.

2 input

Metadata

8 operations

Define and apply structured metadata taxonomies to files and folders for advanced organization and discovery. Create custom metadata templates and apply metadata-driven cascade policies to enforce consistent tagging across your content.

Action

Append metadata taxonomy level

BOX_APPEND_METADATA_TAXONOMY_LEVEL

Add a new hierarchical level to your metadata taxonomy structure to create or expand organizational categories for files and documents. This helps you build structured classification systems that grow with your organizational needs.

4 input
Action

Create metadata cascade policy

BOX_CREATE_METADATA_CASCADE_POLICY

Automatically applies metadata templates to all files and subfolders within a folder, ensuring consistent data organization and tracking across your content. This saves time by eliminating manual metadata assignment for every new item added to the folder.

3 input
Action

Create metadata instance on file

BOX_CREATE_METADATA_INSTANCE_ON_FILE

Attach custom metadata to a file in Box by applying a metadata template instance, allowing you to add structured information like legal case numbers, contract dates, or compliance classifications directly to your documents.

4 input
Action

Create metadata instance on folder

BOX_CREATE_METADATA_INSTANCE_ON_FOLDER

Attach custom metadata templates to folders in Box to organize and categorize your files with structured information. This enables you to tag folders with standardized properties that help with document management, compliance, and information retrieval.

4 input
Action

Create metadata taxonomy

BOX_CREATE_METADATA_TAXONOMY

Set up a hierarchical classification system in Box to organize and standardize how metadata templates are categorized across your files and folders. This helps your team apply consistent naming and organization rules to documents.

3 input
Action

Create metadata taxonomy levels

BOX_CREATE_METADATA_TAXONOMY_LEVELS

Establish hierarchical levels for organizing and categorizing files in Box by creating a structured taxonomy with multiple levels. This helps you build a consistent classification system that teams can apply to documents and folders across your workspace.

3 input
Action

Create metadata taxonomy node

BOX_CREATE_METADATA_TAXONOMY_NODE

Creates a new classification category within your Box metadata taxonomy, allowing you to expand your organizational structure for better file organization and retrieval.

5 input
Action

Create metadata template

BOX_CREATE_METADATA_TEMPLATE

Set up a custom metadata template to tag files and folders with standardized information like project names, client details, or compliance status. This helps you organize and categorize your documents consistently across your Box workspace.

6 input

Requests

1 operation

Set up file request forms to collect submissions from internal and external contributors. Manage the lifecycle of file requests from creation through completion to streamline intake workflows.

Action

Copy file request

BOX_COPY_FILE_REQUEST

Creates a copy of an existing file request in a different folder, allowing you to reuse file collection workflows across multiple projects or clients. This enables external users to upload files without needing a Box account, streamlining document collection processes.

8 input

Retention

4 operations

Enforce data retention and legal hold policies to ensure compliance with regulatory requirements. Assign retention rules to files, folders, and users while tracking retention status and managing policy assignments.

Action

Assign legal hold policy

BOX_ASSIGN_LEGAL_HOLD_POLICY

Assign a legal hold policy to files, folders, or user accounts to preserve content and prevent deletion for litigation or compliance requirements. This ensures that important business records are protected during legal proceedings or regulatory audits.

3 input
Action

Assign retention policy

BOX_ASSIGN_RETENTION_POLICY

Apply a retention policy to folders, metadata categories, or your entire enterprise to automatically manage how long documents are kept before deletion or archival. This ensures your organization stays compliant with legal and regulatory requirements without manual file management.

5 input
Action

Create legal hold policy

BOX_CREATE_LEGAL_HOLD_POLICY

Create a new legal hold policy to protect files and content from deletion during litigation or regulatory investigations. Once created, you can apply this policy to specific users, folders, or files to ensure compliance with legal requirements.

5 input
Action

Create retention policy

BOX_CREATE_RETENTION_POLICY

Set up automatic content preservation rules in Box to ensure files and folders are retained for a specified period before deletion, helping you maintain compliance with legal and regulatory requirements.

9 input

Security

7 operations

Implement enterprise security controls including information barriers, device management, and collaboration restrictions. Configure segmentation policies and monitor security events to protect sensitive content and enforce compliance boundaries.

Action

Add domain to list of allowed collaboration domains

BOX_ADD_ALLOWED_COLLABORATION_DOMAIN

Whitelist specific domains for collaboration with your Box enterprise, controlling whether external users can access your files, your users can access theirs, or both directions are allowed.

2 input
Action

Create shield information barrier

BOX_CREATE_SHIELD_INFORMATION_BARRIER

Sets up an information barrier that creates an ethical wall to prevent specific users or groups from accessing shared files and communicating with each other, helping enforce compliance and confidentiality requirements within your organization.

2 input
Action

Create shield information barrier report

BOX_CREATE_SHIELD_INFORMATION_BARRIER_REPORT

Generates a report that documents how information barriers are configured and enforced within your Box environment, helping you verify compliance with data access restrictions. This creates an audit trail showing which barriers are active and their current status.

2 input
Action

Create shield information barrier segment

BOX_CREATE_SHIELD_INFORMATION_BARRIER_SEGMENT

Create a distinct organizational segment within a compliance barrier to isolate groups of users who need restricted collaboration for regulatory purposes. This enables solopreneurs and small teams operating across multiple departments or client groups to enforce information barriers and maintain compliance with financial regulations.

4 input
Action

Create shield information barrier segment member

BOX_CREATE_SHIELD_INFORMATION_BARRIER_SEGMENT_MEMBER

Assigns a user to a specific information barrier segment in Box to enforce compliance rules and prevent unauthorized collaboration between departments. This ensures sensitive information stays within designated teams while maintaining security and regulatory requirements.

7 input
Action

Create shield information barrier segment restriction

BOX_CREATE_SHIELD_INFORMATION_BARRIER_SEGMENT_RESTRICTION

Establishes a one-way collaboration barrier between two department groups within your organization, preventing them from sharing files or communicating with each other. This is essential for maintaining compliance with regulatory requirements or enforcing ethical walls between conflicting business units.

7 input
Action

Create user exemption from collaboration domain restrictions

BOX_CREATE_COLLAB_EXEMPTION

Allows you to exempt a specific user from your enterprise's collaboration domain restrictions, enabling them to work with external partners from any domain regardless of your organization's approved domain list.

1 input

Sharing

3 operations

Control how files, folders, and links are shared through managed access permissions and shared link generation. Retrieve and update sharing settings to support flexible content distribution while maintaining security.

Action★ Featured

Add shared link to file

BOX_ADD_SHARED_LINK_TO_FILE

Creates a shareable link for a file, allowing you to distribute it to clients, collaborators, or the public without needing to grant them direct Box account access.

9 input
Action

Add shared link to folder

BOX_ADD_SHARED_LINK_TO_FOLDER

Create a shareable URL link for a Box folder with customizable access levels, enabling you to securely share files with clients, team members, or the public without giving them direct folder access.

9 input
Action

Add shared link to web link

BOX_ADD_SHARED_LINK_TO_WEB_LINK

Creates a publicly shareable link for a web link stored in Box, allowing you to easily distribute access to external URLs without requiring individual file permissions.

9 input

Signing

2 operations

Integrate document signing capabilities into your workflows using Box Sign for digital agreements and approvals. Create signing requests, manage templates, and track signature status for streamlined contract and document approval processes.

Action

Cancel box sign request

BOX_CANCEL_BOX_SIGN_REQUEST

Stop a pending document signing request before all parties have signed, preventing further signature collection and notifying remaining signers. Use this when you need to halt a signature workflow due to changed circumstances or errors.

1 input
Action

Create Box Sign Request

BOX_CREATE_BOX_SIGN_REQUEST

Send documents to clients and partners for electronic signatures without requiring them to have Box accounts, streamlining your contract and agreement signing process.

17 input

Skills

1 operation

Attach AI-generated metadata and insights to files through Box Skills cards for intelligent content processing. Update and manage skill cards to display automated analysis and extracted information directly on files.

Action

Create box skill cards on file

BOX_CREATE_BOX_SKILL_CARDS_ON_FILE

Attach AI-generated metadata cards to files in Box that capture extracted information like text, keywords, or classifications. This enriches your files with searchable, structured data for better organization and discovery.

2 input

Storage

1 operation

Assign and manage storage policies across your enterprise to control user storage capacity and quota management. Monitor storage policy assignments and update policies to support flexible capacity planning.

Action

Assign storage policy

BOX_ASSIGN_STORAGE_POLICY

Sets up where your company's files are stored geographically to meet legal compliance requirements or data residency regulations. This ensures your sensitive data stays in specific regions as mandated by your industry or government.

4 input

Tasks

2 operations

Create task assignments on files to enable collaborative work tracking and approval workflows. Manage task lifecycle including assignments, updates, and completions to support project coordination within Box.

Action★ Featured

Create task

BOX_CREATE_TASK

Create a task attached to a file in Box to track action items, reviews, or deliverables that need attention. Tasks help organize work and ensure important file-related items don't get overlooked.

6 input
Action

Assign task

BOX_ASSIGN_TASK

Distribute work to team members by creating task assignments that specify who should complete what work and by when. This enables you to delegate responsibilities and track progress on collaborative projects.

4 input

Upload

1 operation

Manage the file upload process with support for large files, resumable uploads, and session management. Validate upload readiness, commit uploads in chunks, and handle multi-part file transfers reliably.

Action

Commit upload session

BOX_COMMIT_UPLOAD_SESSION

Finalizes a chunked file upload to Box by committing the upload session and creating the completed file after all parts have been uploaded.

6 input

Users

2 operations

Create, update, and manage user accounts and identities within your Box enterprise. Control user properties, email aliases, avatars, and invitations to support user lifecycle management.

Action

Add or update user avatar

BOX_ADD_OR_UPDATE_USER_AVATAR

Set or change a user's profile picture in Box to maintain a professional appearance and help team members recognize each other. This keeps your workspace organized and makes collaboration more personal.

2 input
Action

Create email alias

BOX_CREATE_EMAIL_ALIAS

Create a new email alias for a Box user account to enable alternative email addresses for accessing files and receiving notifications. Email aliases must use a domain registered to your enterprise.

2 input

Watermark

2 operations

Apply visual watermarks to files and folders to protect sensitive content and indicate confidentiality levels. Manage watermark visibility to support document protection and compliance requirements.

Action

Apply watermark to file

BOX_APPLY_WATERMARK_TO_FILE

Add or update a watermark on your files in Box to protect your intellectual property and brand identity. This helps safeguard sensitive documents and confidential materials from unauthorized use or distribution.

2 input
Action

Apply watermark to folder

BOX_APPLY_WATERMARK_TO_FOLDER

Add or update a watermark on a folder to protect your documents with visible branding or security marks that appear across all files within that folder.

2 input
What now

Use Box in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.