Workato Logic for creating folders in Box

srlakeepic — Thu, 23 Feb 2023 21:56:07 GMT

Hey all,

I'm a little stumped on how to setup an automation between a couple apps, Airtable and Box.

I have an established folder structure on Box e.g.

Private Training
- 2022 Training
- 2023 Training
  - client 1234
    - training 012323
    - training 021423
    - etc
  - client 2345
  - client 3456
  - etc.

So the idea is when a new event/course/class is scheduled, Workato will be triggered and check a couple factors to be true,

then it will search by the client naming (e.g. client 1234), if it IS in the folder structure, it won't create a new folder with that name.

It then moves inside that folder and creates a new folder based on another field (e.g.MoDaYr)

That's it, but I'm not sure of what logic to use or the settings. 🙂

Any ideas to get info from AT compare to what's in Box and then do the end?

Re: Workato Logic for creating folders in Box

meghan-legaspi — Fri, 24 Feb 2023 22:47:05 GMT

You can modify this recipe by swapping NetSuite for Box: https://app.workato.com/recipes/936320-record-new-customers-from-airtable-to-netsuite?community=us

Trigger would be a new entry in Airtable, then you would run a search through your folders in Box and if there is no existing client record, a new one would be created.

Hope this helps!
Meghan

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Workato Logic for creating folders in Box

Re: Workato Logic for creating folders in Box