Box integration + automation

Box integrations couldn’t be easier with the Tray Platform’s robust Box connector, which connects any services without the need for separate integration tools.

Popular Box integrations

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Box and Asana

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Box and HubSpot

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Box and Microsoft Teams

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Box and Airtable

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Box and Salesforce Pardot

Business professionals that want to integrate Box with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

All

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Box

Low-code Box integrations

Connect all your most important files in one place with custom Box integrations. Using the low-code Tray Platform, anyone can stand up flexible integrations that connect any data source or cloud software. Connect your Box instance with all your everyday tools, without IT support or writing a single line of code.

Our visual builder lets you drag-and-drop together custom integrations in minutes. You can use our Box connector to sync any source of data, including flat files (such as CSVs), FTP, email, webhooks, and any other cloud-based service, even using data within custom fields.

Along with flexible integrations, we make it simple to build custom Box automation as well. Now, you won’t have to switch back and forth between Box and other tools as you manage supply chains, execute contracts, iterate on sales collateral, and sync any other mission-critical files. Make all your Box files immediately accessible across your tech stack and your teams. Collaborate in real time with powerful automated workflows. There are no limits to what the Tray Platform can do.

Box automation for any use case

Get the absolute most out of your files with custom Box automation. Business users in finance, sales, marketing, HR, engineering, legal, and many other teams across the organization love using Box automation to efficiently manage their digital assets. In fact, we make it easy for anyone to build totally customized workflows with a full suite of pre-built connectors, data helpers, and custom logic operators.

You can use our Box connector to easily sync all your files across any tool in your tech stack. Now, you can bi-directionally sync your files between Box and any app and ensure consistent versioning by dynamically refreshing shared content.

Our platform freely flows data between all your favorite applications, such as your CRM, internal chat tools, video communication software, ERP, project management tool, e-signature service, and many more.

Heavy-duty Box use cases

IT experts and technical users love the Tray Platform’s ability to run heavy-duty data jobs that process vast quantities of data every day. We built our platform on elastic, serverless architecture, so all the workflows you build automatically scale with your usage, regardless of how your data needs evolve in the future.

Centralize all your digital content and make your collaboration seamless with the Tray Platform. Need to improve sales execution by working together on sales assets such as proposals, one-pagers, presentations, and more, and then easily share them with customers? Need to reduce bottlenecks by attaching Box files directly onto project management boards, and then auto-notifying stakeholders when changes are made? Need to accelerate agreement turnaround time by syncing business-critical contracts between multiple parties? The Tray Platform can automate any use case since we also integrate important tools such as Salesforce, Slack, Zoom, DocuSign, HubSpot, WordPress, ServiceNow, Asana, Clio, Wrike, Adobe Sign, Jira, Confluence, Trello, Microsoft Teams, and many more.

Our enterprise-grade security is why IT experts and security professionals trust our platform. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.