Box: Upload file

🕙  1 minute read

Use this action to upload a file to a specific Box folder.

Use case

  • Upload a file to a shared company folder.
  • Automate filing documents by uploading to specific categories, like receipts, invoices, or contracts.
  • Create new folders to automate a complex filesystem.

How to configure this action

This action requires a preconfigured Box integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help center, or the Box Integration Setup Guide directly.

The file size must be within Catalytic’s file size limit.

Fields for this action

  • Integration

    • Select your Box integration from the options. You may have multiple integrations configured.
  • Uploaded file name

    • Enter a name for the new file.
      • Names can include spaces and capital letters.

      💡   Tip: If the uploaded filename already exists, this new file is uploaded and appended with (1). No file is overwritten.

  • Folder

    • Identify the location where the file will be stored in Box, for example /docs/myfiles
    • To upload to the main folder, or root directory of your box account, leave this field blank.
  • File to upload

    • Choose the file(s) from the process to upload to Box:
      • Upload a single file: A single file via a handlebar field: {{my-field}} or a file ID: acfa1e0f-3660-4ced-91be-cde3def319
      • Upload multiple files Enter field references or file ID’s in a comma separated list, such for example: {{invoice}}, acfa1e8d-4660-4ced-91be-cde3eef310, {{invoice2}}
      • Upload all files Enter * to upload all files that exist in the process when this action starts.

What will this output?

This action will output a field with the uploaded file. The field will depend on the File to Upload set when configuring the action.

Tips

  • You can preformat a confusing file path location using a field in a prior task with a Select One option and a drop-down list with the most used upload locations.

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