How to easily setup Box integrations : 14 apps you must connect Box with
Secure your data and streamline workflows with the top 14 Box integrations. Improve business productivity and collaboration with these powerful tools.
Process Street + Box Integration
Integrate Box to Process Street in one click, or tell Integrately AI how you want each folder item handled. Trigger workflow runs, update tasks, assign collaborators, and track document progress automatically.
Free forever.Use premium features free for 14 days.1.
Data Set record is updated in Process Street Instant- Data Set record is deleted in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
2.
- List Task Assignees in Process Street
- Assign User to Run Workflow in Process Street
- Unassign User from Run Workflow in Process Street
- List Run Workflow Assignees in Process Street
- Search Run Workflows in Process Street
- Update Run workflow in Process Street
- List Tasks in Process Street
- Assign Task to User in Process Street
- Unassign Task from User in Process Street
- List Run Workflow Approvals in Process Street
- Approve or Reject Task in Process Street
- Update Task in Process Street
- List Comments in Process Street
- Create Task Comment in Process Street
- Update Comment in Process Street
- Delete Comment in Process Street
- Create Data Set Record in Process Street
- Delete Data Set Record in Process Street
- Run workflow in Process Street
- Upload file in Box
- Search file in Box
- Add task to file in Box
- Add comment to file in Box
- Create Folder in Box
- Search folder in Box
- Move/Copy file in Box
- Get file request in Box
- Add user as collaborator in Box
- Copy file request in Box
- Create text file in Box
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Ready Workflows for Process Street + Box Integration
Create workflow runs, assign tasks, update records, and track document progress, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Box + Process Street flow
Sync your documents and processes with messaging, storage, CRM, and task management tools to keep your teams aligned. Pick a combination and activate it in one click.
+
Slack (4)
Slack (4) +
Google Drive (3)
Google Drive (3) +
Salesforce (3)
Salesforce (3) +
DocuSign (3)
DocuSign (3) +
Asana (3)
Asana (3) +
Gmail (3)
Gmail (3) B
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When a new folder item is created in Box, run a workflow in Process Street, and notify your sales team on Slack.
New folder items instantly trigger a Process Street workflow run and alert your sales channel on Slack, keeping everyone informed.
B
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When a task is assigned in Box, update the matching task in Process Street, and alert your team in Slack.
Box task assignments update your Process Street tasks and notify your operations channel in Slack instantly.
P
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When a workflow run is completed in Process Street, add a comment to the file in Box, and post an update in Slack.
Completed Process Street workflows add comments to Box files and announce the milestone in Slack.
B
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Use Claude to evaluate new Box folder items for compliance. If approved, run a Process Street workflow and notify your team in Slack.
Claude reviews incoming Box files, triggers a Process Street workflow for valid items, and alerts your compliance channel in Slack.
Supported triggers and actions for Process Street and Box
Mix and match to build the exact automation you need
Process Street Triggers & Actions
Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → Box Triggers & Actions
What can you automate with Box + Process Street?
Streamline document management and workflow execution with robust, automated triggers and actions.
🚀
Start workflows from new Box folder items
Automatically trigger a Process Street workflow run the moment a new folder item is created in Box. Eliminate manual setup and start executing your checklists immediately.
📁
Capture every document detail and metadata field
Map available Box file properties and comments into your Process Street records. Ensure complete data context is preserved across every step of your workflow.
🔔
Alert your team instantly on status changes
Notify the right people the moment a document is uploaded, a task is assigned, or a workflow run is completed. Keep stakeholders informed without manual messaging.
🔀
Route workflows based on file content
Trigger specific Process Street workflows depending on tags, folder names, or custom attributes submitted with your Box items. Send different documents down specialized review paths.
🔄
Keep storage and checklists synchronized
Update task statuses, add comments, and log notes automatically as files move through their lifecycle. Maintain accurate records in both Box and Process Street at all times.
🔎
Search and update existing records
Locate existing files and update matching workflow records instead of creating duplicates. Keep your data clean and organized across both systems.
✅
Handle workflow completions and task checks
Trigger downstream actions when tasks are checked or workflow runs are completed in Process Street. Archive files, notify clients, and update records effortlessly.
🔌
Extend your workflow with Slack
Connect Slack to your Box and Process Street pipeline to announce milestones, alert channels, and keep your entire team updated in real time.
And much more...
Who is Box + Process Street integration for?
Teams managing document storage and repeatable checklists need seamless coordination to eliminate manual data entry and track operational progress.
Operations Managers
Client Onboarding Teams
Project Coordinators
Document Controllers
Legal and Compliance Specialists
Quality Assurance Leads
📈
Operations Managers
You oversee document handoffs and procedural checklists across departments, but files stored in Box remain disconnected from active Process Street runs, so your status reports are always outdated — this integration means every new folder item triggers the right checklist instantly and your operational visibility stays current.
⚡
Client Onboarding Teams
You need to initiate onboarding workflows the moment client files arrive in storage, but manual triggers cause hours of delay in reaching new accounts — automating both apps means incoming folder items launch Process Street runs automatically and client onboarding begins without hesitation.
🤝
Project Coordinators
You answer to stakeholders who want to see document progress and completed checklists in real time, but manual tracking leads to constant communication gaps — connecting these apps means completed workflow runs update your storage records instantly and project transparency is maintained.
📊
Document Controllers
The volume of incoming files and revisions is too high for anyone to keep up with by hand, leading to misfiled documents and missed review steps — with this integration, every file update synchronizes with standardized workflows and nothing slips through the cracks.
💼
Legal and Compliance Specialists
You depend on upstream teams to hand over signed documents before review processes can start, but manual handoffs create bottlenecks — automating these apps means every new contract in Box immediately starts the compliance verification process in Process Street.
🔍
Quality Assurance Leads
You need a reliable audit history for every document review cycle, but manual record-keeping leaves gaps in your compliance logs — this integration means every task assignment and workflow completion is logged accurately across your tools.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Process Street + Box
Build and manage your Process Street + Box automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Process Street + Box with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Process Street + Box Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
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in $19.99
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Frequently Asked Questions
How do I connect Box to Process Street?
You can connect Box to Process Street in 1 click using ready-made templates on Integrately or by using Integrately AI. It links your storage and checklists alongside tools like Slack, Google Drive, and Asana.
Can I automatically start a workflow run when a new Box folder item is created?
Can I connect Box, Process Street, and Slack?
What is a good Zapier alternative for Box and Process Street?
How does Box handle new folder items in automations?
How do workflow completions work in Process Street?
Do I need coding skills to automate Box and Process Street?
Is the Box and Process Street integration free?
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