This walk-through will show you how to create a connection between Attio and Box such that whenever a Contact is added to a Collection, a corresponding folder is found or created in Box and subsequently connected to that Contact's profile.

1. Connecting your Box to Attio

  1. Go to your User Settings
  2. Click the Storage Accounts tab
  3. Click Connect for Box
  4. Follow the Box sign-in process and confirm

2. Creating an API key for Zapier

Zapier is a necessary part of this integration. It allows you to connect different pieces of software together with customizable flows.

For Zapier to access your Attio account you'll need to generate an API key.

2a. How to create an API key

2b. Changing your API key's permissions

API keys are generated with all permissions disabled by default. In order for the key to work with Zapier you'll need to change your key's permissions.

We recommend setting all permissions to Read and Write for Zapier.

At a minimum you will need Webhooks , Public Collections , and Private Collections set to Read and Records set to Read and Write .

3. Connecting Zapier to Attio and Box

❗️ Note: To create the necessary Zap you'll need to have a Zapier account with the Professional plan. This is because our Zap uses a feature called Paths which is only available on the Professional plan and above.

3a. Connecting to Attio

  1. Log in to your Zapier account or create a new account
  2. Navigate to My Apps from the top menu bar
  3. Now click on Connect a new account... and search for 'Attio'
  4. You'll be prompted to enter your API key

3b. Connecting to Box

  1. Log in to your Zapier account or create a new account
  2. Navigate to My Apps from the top menu bar
  3. Now click on Connect a new account... and search for 'Box'
  4. You'll be prompted to sign in to your Box account

4. Creating your Zap

Go to your My Zaps page and click Create Zap .

Type 'Attio' into the search box and select the Attio app.

Select the New Entry trigger and press Continue .

Select your Attio account from the dropdown and press Continue .

❗️ Note: The way Companies and People are structured in Attio is slightly different to one another. This means that this Zap can only work for either Companies or People. For the purpose of this example we will be using Companies. If you would like it to function for both Companies and People then you will just need to replicate the Zap, changing the small number of occurrences of 'Company' to 'Person' - these will be marked by '👥 Note:'.

❗️ Note: This Zap works on a per Collection basis. Entries created in your chosen Collection will trigger have a Box folder found/created and then attached to their profile. This will not work for other Collections. Another identical Zap will need to be created for every Collection.

Select the Collection you would like this Zap to apply to from the dropdown and press Continue .

Click Test Trigger to confirm that your set up is working. It should return an output similar to the example below. Press Continue .

👥 Note: It is crucial that the test response is the same contact type as this Zap is for. To check the type of the response find the contact_type . If you would like the Zap to work for Companies the type should be Company , for People it should be Person .

In the next step's search box type in 'Filter' and select the Filter by Zapier app.

Here we will filter the responses so only those of type Company make it through.

The filter should look like the following:

👥 Note: If you're using this walk-through to create a Zap for People, change the value to Person .

Press Continue . If the Zap says it would have failed to continue make sure that your test response from step 1 is of the correct type.

In the next step's search box type in 'Box' and select the Box app.

Select the Find a Folder event and press Continue .

Select your Box account from the dropdown and press Continue .

In the next step you will be prompted to decide two inputs: Folder Name and Parent Folder .

Folder Name is the name of the folder we're searching for. In this case it corresponds exactly to the name of the Attio Entry triggering this flow. To select the name of the Entry triggering the flow you'll need to use the dynamic dropdown like below.

👥 Note: If you're setting this up for People then replicate the following gif.

Parent Folder is the parent folder that will store all of the folders for each Contact in Attio. To select your folder from the dropdown it needs to already exist.

Press Skip Test .

Press the + below the last step to add the next step.

Search for 'Paths' and select Path by Zapier . This action lets you split the Zap based on a condition. We need to split based on whether or not the Find Folder step found a matching folder.

To do this we'll set Path A for if the folder is found, and Path B for if no folder is found.

Click EDIT on Path A and then Continue .

Select the ID value from step 3 for the first input.

Set the condition to Exists and press Continue .

Click Do this ... below to add another step.

In the search box type 'Attio' and select the Attio app.

Click Show more events and select the Create Storage Location event and press Continue .

Select your Attio account from the dropdown. Press Continue .

Complete the inputs as shown below. Press Continue and Skip Test .

👥 Note: If you're setting this up for People then replace 'Company' with 'Person'.

Now we need to set up Path B. Go to the top-left dropdown and select Path B .

Press Continue .

Set up the filter similarly to Path A, except with the condition that ID does not exist.

Click Do this ... below to add another step.

In the search box type 'Box' and select the Box app.

Click Show more events and select the Create Folder event and press Continue .

Select your Box account from the dropdown. Press Continue .

Select the same parent folder for Folder and the same value for Name Of New Folder as you did in step 3 of your Zap.

Press Continue and Skip Test .

Click the + button to add the final step of this Path and the Zap.

Search for 'Attio' and select the Attio app.

Click Show more events and select the Create Storage Location event and press Continue .

Select your Attio account from the dropdown. Press Continue .

Complete the inputs as shown below.

⚠️ Be sure to use the ID from the Create Folder action in Path B, not from step 3.

👥 Note: If you're setting this up for People then replace 'Company' with 'Person'.

Press Continue and Skip Test .

You can now turn on your Zap!

5. Testing your Zap

Now your Zap is on and live it will be triggered whenever a new Entry, of the type you chose, is added to your chosen Collection.

To test the Zap:

  1. Go to your Attio Workspace and into the chosen Collection
  2. Create an Entry of the correct type
  3. Go to the Entry's profile
  4. Go to the Files tab
  5. Watch as the newly connected folder loads in

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