Agent Pipeline Box.com integration setup guide

 

1. Accessing Box.com Files 0:00

• Check your email for statements from AgentPipeline.
• Access shared files via Box.com.

2. Setting Up Zapier Integration 0:53

• Log into your ComTrack account.
• Navigate to the 'Integrations' section.
• Select 'Zapier' to create a new automation.

3. Logging into Zapier 1:08

• If you have a Zapier account, log in.
• If not, sign up for a free account.

4. Creating a New Zap 1:35

• Choose 'Box.com' as the app.
• Set the trigger event to 'New File Added'.
• Log into your Box.com account.

5. Selecting the Correct Folder 2:01

• Navigate through the folder structure to select the correct subfolder.
• Ensure you select the specific folder where files will be added.

6. Testing the Trigger 2:49

• Confirm that Zapier pulls the most recent files from the selected folder.

7. Configuring ComTrack Action 3:08

• Retrieve your API key from ComTrack.
• Set the action event to 'Digest a File'.

8. Mapping the Fields 3:27

• Ensure fields are pre-mapped correctly.
• If errors occur, map the fields manually by selecting 'File Exists, but not shown'.

9. Testing the Integration 4:14

• Run a test to check if the file is recognized by ComTrack.
• If issues arise, troubleshoot the file configuration.

10. Publishing the Zap 4:31

• Once everything is set up correctly, hit 'Publish'.
• Log into your Zapier account to confirm the integration is active.

Cautionary Notes

• Double-check folder paths to avoid errors in file digestion.