Connect Box to Microsoft Dynamics 365
Automate workflows between Box and Microsoft Dynamics 365. When new file uploaded in Box, automatically create contact in Microsoft Dynamics 365.
How This Workflow Works
New File Uploaded in Box
Triggers when a new file is uploaded
Extract & Transform Data
Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.
Create Contact in Microsoft Dynamics 365
Create a new contact record
More Ways to Connect
Other Box Triggers
New File Uploaded
Triggers when a new file is uploaded
File Modified
Triggers when a file is updated
New Folder Created
Triggers when a new folder is created
Other Microsoft Dynamics 365 Actions
Create Contact
Create a new contact record
Update Contact
Update contact information
Create Deal
Create a new deal/opportunity
Popular Use Cases
Invoice Processing
Automatically extract invoice data and sync to your accounting or ERP system.
Contract Management
Parse contracts and create records with key dates, parties, and terms.
Receipt Tracking
Capture receipt data and log expenses automatically to your finance tools.
Ready to Connect Box + Microsoft Dynamics 365?
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