You can use Box as a pre-configured integration, which means you don't have to authenticate your API calls in specific steps.
You need to first connect Box in your Next Matter portal.
- In your Next Matter portal, go to Company > Integrations, and click Connect next to Box.
- Authenticate with your Box credentials.
Now, when you create a step using Box, select Box in the Preconfigured integration dropdown.
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:
Updated about 1 month ago