Box + Retently Integration

Connect Box to Retently - Automate your workflows in 1-click

Box automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between Box & Retently using Integrately.

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Ready Workflows For Box + Retently Integration

Just click on the workflow you want to automate

Create Box folder from new Retently response

Retently + Box Integration

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Create Box text file for new Retently response

Retently + Box Integration

Activate

Create Box file for new Retently response

Retently + Box Integration

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Create Your Own Box & Retently Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New folder item is created in Box
Triggers the automation whenever a new folder item is created
New comment is created in Box
Triggers the automation whenever a new comment is created
New event is created in Box
Triggers the automation whenever a new event is added
Task is assigned in Box
Triggers the automation whenever any task is assigned to someone
Survey response is created in Retently
Triggers the automation whenever a survey response is submitted
Customer is created in Retently
Triggers the automation whenever a new customer is created
Company is created in Retently
Triggers the automation whenever a new company is created
Overall metric score is updated in Retently
Triggers the automation whenever the overall metric score is updated

Upload file in Box
Automatically uploads a file to the particular location
Search file in Box
Automatically searches for a file
Add task to file in Box
Automatically adds a new task to a file
Add comment to file in Box
Automatically adds a comment to a file
Create Folder in Box
Automatically creates a new folder in the designated location
Search folder in Box
Automatically searches for a folder
Move/Copy file in Box
Automatically transfer files from one location to another or make a duplicate copy of a file
Get file request in Box
Automatically retrieves a file request from a designated source
Add user as collaborator in Box
Automatically grant collaborator access to a user
Copy file request in Box
Automatically duplicate a file to another destination
Create text file in Box
Automatically generates a new text file with particular content
Unsubscribe customer in Retently
Automatically removes customer from mailing list
Create or Update customer in Retently
Automatically creates or updates a customer record
Search customer by email in Retently
Automatically searches for a customer by their email address
Tag a survey response in Retently
Automatically tags a survey response
Search company in Retently
Automatically find information about a company
Create customer and Send survey in Retently
Automatically creates a new customer record and sends a survey to the customer

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Integrate Box & Retently In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Box or Retently With 1200+ Other Apps

Box provides cloud storage, file sharing, and document management with access from any device and easy manageability. You can store, sync and share all your files securely with team members and clients.

See Box Integrations

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations