Integrate with Box

You can connect Box in Next Matter so that you don't have to authenticate your API calls in specific steps.

You need to first connect Box in your Next Matter portal.

Connect an integration

1. In your Next Matter portal, go to Automations library, and click Connect in the Box app tile.
2. Authenticate with your Box credentials.
   If you connect the integration in Next Matter you will not need to authenticate your API calls. When you configure your Box integration step in the workflow, select Box from the drop-down in the Authorization field in the Headers section.

Box use cases

You can use your Box integration to upload files to workflow steps or to download documents from steps and send them to Box.

Refer to the following Box developer documentation links to structure your API calls:

• Upload a file to Box
• Send a document sign request
• Create a task for a Box file