Box

Box is a cloud content management and file sharing service for businesses. The Box platform enables secure and easy team collaboration on-the-go.

API version

The Box connector uses Box Rest API.

Supported editions and versions

The Box connector works with all Box Plans - Individual, Business, Platform.

How to connect to Box on Workato

Box connection

The Box connector uses OAuth2 authentication to authenticate with Box.

Box Connection 1

  • Connection name

    Give this Box connection a unique name that identifies which Box instance it is connected to.

Click on connect and a Box dialog box will pop-up, requesting your Box Account credentials, and granting access to Workato.

Box Connection 2

  • Email

    Email to connect to Box.

  • Password

    Password to connect to Box.

  • SSO

    Single-sign on login to Box.

Roles and permissions required to connect

Box users who can login to Box can connect to Box from Workato. The user will have the same permissions on Workato as in Box. This means that they will have the same capabilities to view, share, upload and download to those files and folders as per their respective permissions on the Box platform.

Working with the Box connector

Working with attachments in Box

Upload file content

Plain text file content can be uploaded using this action. Enter the text for your file in the File Content field. You will also need to select the folder you want to upload to in Box and enter a name for your file (including the extension you want to give it). Box Attachment 1

Upload file from URL

This action can be used to upload a file directly from a URL rather than through entering text content. This allows you to upload non-text files such as images. In the Source URL field, enter the URL for the file you want to upload. Attachment URLs will typically end with the file extension for the file (in the example below, .jpg). You will also need to select the folder you want to upload to. Entering a file name is optional as the name of the file will be obtained from the URL by default. Box Attachment 2

The Create shared link action allows you to create a direct link to a file or folder in Box. First, you will need to enter the file ID/folder ID for the file/folder you want to create a shared link for. Next, select an access level for the link (Open, Company, Collaborators, or Default). This will set restrictions on who can view your file/folder via the shared link. If you have a Premium Box subscription, you can also enter a password that link users will need to enter before they can access your file/folder.

Box Attachment 3

You can use the ID pill from the trigger step to identify the new file when creating shared URL link, and post the URL in the schema (below) to your Slack Workbot.

Box Shared Link 1 Box Shared Link 2

Box privileges and permissions

Box role privileges

When using Box with Workato, you will only be able to perform the actions that are allowed by the level of access of the Box account used to make the connection on Workato. The list below showcases the available Box role privileges.

Levels Access
Uploader Can only upload content and see names of items in the folder. Cannot view or download any content.
Previewer Can only preview items in the folder. Cannot upload, edit, delete, or share any content.
Viewer Can preview/download content, make comments, and generate shared links. Cannot add tags, invite new collaborators, edit shared links, or upload/edit/delete items in the folder.
Previewer uploader Can preview content, add comments, add tasks, and upload content to the folder. Cannot add tags, generate shared links, invite new collaborators, or edit/delete items in the folder.
Viewer uploader Can preview content, download content, add comments, generate shared links, and upload content to the folder. Cannot add tags, invite new collaborators, or delete items in the folder. Can still download, edit, and re-upload files under the same name manually or using Box Edit.
Editor Can view, download, upload, edit, delete, copy, move, and rename content. Can also generate/edit shared links, make comments, assign tasks, create tags, and invite/remove collaborators. Cannot delete or move root level folders.
Co-owner Has all permissions of an editor. Can also manage users in the folder: add new collaborators, change access levels of collaborators, remove collaborators.
Owner Full access.

When creating a shared link for a file or folder in Box, you can choose from four different options for access levels, as shown below.

Levels Access
Open Anyone with the link can access the file or folder. A Box account is not required.
Company Only Box users with a validated email address matching your company's domain can access the file or folder via the shared link.
Collaborators Only Box users invited to the folder or file (collaborators) can access the file or folder via the shared link.
Default This option follows whatever the default setting for your account is. You can view and change this in your Box account settings under Content and Sharing.

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