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 Follow Up Boss with Relay.app?

Create a free Relay.app account Set a trigger in Box or Follow Up Boss to kick off new workflow runs Add one or more actions to run in your workflow Authorize Box and Follow Up Boss to connect to Relay.app 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 Follow Up Boss?

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 Follow Up Boss—give it a try and let us know what you think.

Integrationsarrow_forwardBox Integrationsarrow_forward

Box + Follow Up Boss Integrations

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Example workflows
Triggers and actions
Box + your other apps
Follow Up Boss + your other apps
FAQ

Box + Follow Up Boss integrations

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

Check below for example workflows using Box and Follow Up Boss, 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 + Follow Up Boss workflows

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Automatically create person in Follow Up Boss for each folder added by you in Box

Try it

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Create folder automatically in Box for each person added in Follow Up Boss

Try it

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Update person automatically in Follow Up Boss for each file added by you in Box

Try it

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Automatically add shared link to file in Box for each appointment added in Follow Up Boss

Try it

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Add tag to person automatically in Follow Up Boss 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

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person 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 + Follow Up Boss integration

Select a trigger in Box

Select an action in Follow Up Boss

Create your workflow

Or automate Follow Up Boss + Box

Select a trigger in Follow Up Boss

Select an action in Box

Create your workflow

Connect Box to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
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 Follow Up Boss with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Box or Follow Up Boss to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Box and Follow Up Boss 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 Follow Up Boss?
link
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 Follow Up Boss—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

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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!

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@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

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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.