Box

Connect Box to Loopfour so workflows can find new files, read a PDF stored there, save a copy to Files and keep folders organised.

Loopfour can work with the documents your team stores in Box, such as vendor invoices, contracts and support for an audit.

What you can do

Find files changed recently: list the files added or changed in the last day, or since a date, in a folder or by file type.
Search Box: search the files and folders the connection can see.
Read a PDF: read the text of chosen pages of a PDF stored in Box, such as the first page of an invoice.
Save a copy to Files: download a Box file and keep it in Loopfour's Files so other steps can use it.
Organise folders: create, copy, rename or move files and folders, and move them to the Box trash.
Look up users: see who the connection signs in as, and list or add users when the connection is a Box admin.

Box has no upload step. Loopfour reads and organises what is already in Box.

Connect Box

You sign in with a Box account that can see the folders the workflow needs.

Open Integrations

Go to Integrations in the sidebar, find Box and select Connect.

Name the connection

In Name your Box connection, enter a name such as "Finance Box", then select Save name, or Skip.

Good to know

New files show up after a short delay. Box takes about 10 minutes to make a new or changed file searchable. List Files Updated Since looks a little further back to cover this, so a file can appear in two runs in a row. Check for repeats before you post anything twice.
Large files go to Files. A Box file can be passed straight to the next step only when it is small. For larger files, set Persist To Folder so Loopfour saves the file to Files and passes it on from there.
Scanned pages have no text. Read PDF Pages reads the text layer, so a scanned image page comes back empty.
Delete moves to the trash. Delete File and Delete Folder move items to the Box trash. A folder with items in it is only removed when Recursive is on.
Folder 0 is the top level. Use folder ID 0 for the root of the Box account.
Box does not start workflows. Run the workflow on a schedule, for example each morning, and list the files changed since the last run.

Choose a finance job

Browse Finance playbooks for patterns to adapt. Check this page's supported jobs before substituting this system for one named in a playbook. For a different job, describe the workflow in chat.