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Box Automation

The Box Automation in Moxo provides a seamless integration with Box, a file repository system, enabling automatic file uploads. Files are stored in designated Box folders whenever specific actions are completed in Moxo flow workspaces. This automation simplifies file management by automatically organizing and storing documents in Box.

 

Adding the Box Automation in Moxo

To a Flow Template or Instant Flow:

  1. Open the flow builder and navigate to where the automation will be added.
  2. Drag and drop Automations from the left-hand panel under Control, or click the + button between actions in the flow and select Automation.




To a Live Flow:

  1. Open the relevant flow workspace.
  2. Click the ‘...' ellipses icon.
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and select Automations under Control.
  5. Identify where the automation should be added, then click + Add Here.

 

Configuring the Box Automation

Step 1: App and Event Selection

  1. Choose Box as the app.





  2. Select Upload Action Files as the event.


Step 2: Account Setup

  1. Click Choose to select an existing Box account you have used in Moxo.



  2. If no account is linked, click + Connect a new account and follow the prompts to add a new Box account.
  3. Once the account is selected, proceed by clicking Next.


Step 3: Add Inputs

  1. Select the files you want to upload to Box.

      

  2. Click New Location to create a folder or subfolders for the documents.
    • You can select or edit existing folders and organize subfolders based on your workflow needs.
  3. Click Save once the folder setup is complete.
  4. Once all inputs are configured, click Add Automation to finalize the setup.

Folders are only created when the automation runs successfully.


 

Editing the Box Automation

  1. Navigate to the flow template or a live flow workspace containing the automation.
  2. Hover over the automation you wish to modify.



  3. Click the 'Edit' icon.
  4. Adjust the app, event, account, or input fields as needed.



  5. Click Save Changes to apply the updates.

Automations can only be edited in saved flow templates or live flow workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

 

Best Practices

  • Pre-configure accounts and folders to ensure smooth setup.
  • Regularly review automations to align with project phases or user roles.
  • Use subfolders to effectively organize files for complex workflows.