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Box + Close Integrations

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Example workflows
Triggers and actions
Box + your other apps
Close + your other apps
FAQ

Box + Close integrations

Connect Box to Close in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Box, Close, and many other popular SaaS applications.

Check below for example workflows using Box and Close, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Box + Close workflows

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Automatically create lead in Close for each folder added by you in Box

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Create folder automatically in Box for each lead added in Close

Try it

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Update lead automatically in Close for each file added by you in Box

Try it

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Automatically add shared link to file in Box for each contact added in Close

Try it

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Create contact automatically in Close for each comment added in Box

Try it

Box Triggers

Comment

add

Comment added

File

add

File added by you

Folder

add

Folder added by you

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Box Actions

Comment

add

Add comment

edit

Edit comment

File

add_box

Add shared link to file

content_copy

Copy file

Find file(s)

lock

Lock file

move_up

Move file

delete

Trash file

lock_open

Unlock file

edit

Update file

upload_file

Upload file

File request form

content_copy

Copy file request form

Folder

add_box

Add shared link to folder

content_copy

Copy folder

add

Create folder

Find folders

lock

Lock folder

move_up

Move folder

delete

Trash folder

edit

Update folder

Task

assignment

Assign task

add

Create task

edit

Update task

Create your own Box + Close integration

Select a trigger in Box

Select an action in Close

Create your workflow

Or automate Close + Box

Select a trigger in Close

Select an action in Box

Create your workflow

Connect Box to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Box to Close with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Box or Close to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Box and Close to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Box to Close?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Box and Close—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.