Box channel

Box is a cloud content management and file sharing service for businesses.

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Please note that terms used in the Box channel categories are Box specific terminology.

How to connect

On the My pipelines page, select Create Pipeline.
Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
Expand the Connection section of the step, and add the required information.

Connect to Box

Expand Box in the list of channels and click Connect to Box.
In the pop-up window, click Connect to Box.
Sign in with your Box credentials and click Authorize.
Click Grant access to Box.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.

To reconnect:

Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Box fall into two categories: Folders and Files.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

TYPE	NAME	DESCRIPTION
Folders
Trigger	Folder Created	Triggers when a new folder is created in the selected account.
Trigger	Folder Modified	Triggers when a folder is modified in the selected account.
Trigger	Folder Trashed	Triggers when a folder is trashed in the selected account.
Action	Create Folder	Creates a new folder. A parent folder should be looked up in a previous step.
Action	Create Folder In	Creates a new folder in the target folder path. If the target is not available, folder will be created in the root directory (All Files/).
Action	Create Shared Link	Creates a shared link to a selected folder.
Action	Update or Move Folder	Update a selected folder. You can use this to rename or move a folder. The folder should be looked up in a previous step.
Action	Delete Folder	Delete a folder.
Action	Delete Folder (Recursive)	Delete a folder that is not empty by recursively deleting the folder and all of its content. The folder should be looked up in a previous step.
Action	Copy Folder	Copy a folder
Query	Search Folders	Searches for folders in the selected account and returns a list.
Query	Fetch a Linked Folder	Fetches a linked folder based on specific criteria.
Action	Look Up Folder	Looks for a folder based on search criteria and returns a single result. Note: When using a path for your query, use everything after the /folder section of the Box URL. For example: `https://app.box.com/folder/EmploymentContracts` It may take up to 10 minutes for this action to discover newly created Box folders.
Files
Trigger	File Uploaded	Initiates the pipeline when a new file is uploaded to Box.
Trigger	File Modified	Initiates the pipeline when a file has been modified.
Trigger	File Trashed	Triggers when a file is trashed in the selected account.
Action	Upload File	Uploads a file to Box.
Action	Upload File In	Uploads a file to a selected Box folder.
Action	Create Shared Link	Creates a shared link to a selected file.
Action	Update or Move File	Update a selected file. You can use this to rename or move a file. The file should be looked up in a previous step.
Action	Delete File	Deletes a file in the selected account.
Action	Copy File	Creates a copy of a file. It doesn't change the original file. The file should be looked up in a previous step.
Query	Search Files	Returns a list of files based on search criteria.
Action	Fetch a Linked File	Fetches a linked file based on specific criteria.
Action	Look Up a File	Looks for a file based on search criteria and returns a single result.

Limits

In the Box channel you can upload files up to 100 MB.

Use Cases

Here are some use case examples to help you understand how to use the Box channel.

In this case, you'd like to upload a csv file from Box and add it to a table in Quickbase.

Add a Box Lookup File action to locate your csv file.
Then add a Quickbase Import CSV step. Import with CSV will import data from a given CSV resource into a specified table in Quickbase. See About Import with CSV in the Quickbase Channel for more information.