Box ProcessPlan

Box + ProcessPlan Integrations

Put Box + ProcessPlan to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Box and ProcessPlan below — describe the exact one you want above and the Agent builds it on demand.

Box + ProcessPlan When a task is assigned in ProcessPlan, create or update the task folder in Box.
Create review tasks when new files are uploaded When a file is uploaded to a monitored folder in Box, automatically create a review task in ProcessPlan so team members can audit the deliverable. See details
Set up project folders automatically for new tasks Whenever a task is created in ProcessPlan, automatically create a dedicated asset folder in Box to organize related attachments. See details
Share deliverable files once project tasks are completed When a project task is marked complete in ProcessPlan, automatically generate a shared link for the deliverable files stored in Box. See details

Browse the full workflow library →

Looking to achieve something else with Box and ProcessPlan?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Box and ProcessPlan

Everything Box and ProcessPlan can do inside a workflow — the triggers that start one and the actions that run when it fires.

Box Explore Box →

Box is a cloud content management and secure file sharing platform built for enterprise content management and team collaboration.

Knit's Integrations Agent builds Box's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Box's API.

ProcessPlan Explore ProcessPlan →

ProcessPlan is a business process automation and workflow management platform for standardizing and tracking repeated business tasks.

Triggers
Field Updated

Triggers when a field value is changed.

Process Instance Completed

Triggers when a process instance is completed.

Process Instance Started

Triggers when a process instance is started.

Task Assigned

Triggers when a task is assigned.

Task Canceled

Triggers when a task is canceled.

Task Completed

Triggers when a task is completed.

Actions
Cancel a Process

Cancels a running process.

Update Process Fields

Updates one or more fields of process.

Cancel a Process Task

Cancels a Process Task

Complete a Task

Completes a pending task in a running process.

Start a Process Task

Starts a Process Task out of order. Use with caution.

Start a New Process

Starts a new process instance and populates it's fields.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Box + ProcessPlan

Is there a pre-built Box + ProcessPlan automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Box and ProcessPlan's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Box or ProcessPlan connector?

No. The Agent works whether or not Box or ProcessPlan already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common Files & Storage + Project Management automation?

Creating a matching folder in Box when a new project or task is created in ProcessPlan, and filing new attachments there automatically.

Does this sync file changes back to the task, or just one direction?

The Agent can post a note back onto the ProcessPlan task whenever a file in its linked Box folder is added or updated.

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