Maximizer + Box Integrations, Built by an AI Agent
Put Maximizer + Box to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Maximizer and Box
See the kind of workflows teams build with Maximizer and Box below — describe the exact one you want above and the Agent builds it on demand.
Maximizer + Box
When an opportunity stage changes in Maximizer CRM, organize project files in Box.
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Build dedicated customer folders for new deals
When a deal reaches a new stage in Maximizer, automatically create a dedicated folder in Box to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in Box, automatically log an activity note on the matching account in Maximizer so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in Maximizer, automatically share the corresponding onboarding folder in Box with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with Maximizer and Box?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Maximizer and Box
Everything Maximizer and Box can do inside a workflow — the triggers that start one and the actions that run when it fires.
Maximizer Explore Maximizer →
A customer relationship management platform designed to help sales and service teams streamline lead management and client relationships.
TriggersTriggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Triggers when there is a new or updated Address Book entry
Triggers when Address Book entry reaches notification date
Add Subscriber to Campaign
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Creates new company, individual or contact in your Address Book
Creates new Appointment entry
Creates new Customer Service Case
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Box Explore Box →
Box is a cloud content management and secure file sharing platform built for enterprise content management and team collaboration.
TriggersTriggers when someone comments on a file in a folder you own/collaborate on.
Triggers when a new event is performed (this is the activity stream).
Triggers when you add a new file to a folder.
Triggers when you add a new folder.
Triggered when you are assigned a task.
Adds a metadata instance to a file in Box using a specified template.
Creates a shared link for a Box file.
Creates a shared link for a Box folder.
Adds an individual user as a collaborator on a folder.
Adds a user to a group in Box.
Ask Box AI a question about the contents of a specific file in Box.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
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1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Files & Storage apps on Knit
Explore more Files & Storage integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Acquia DAM
Acquia DAM is a cloud-based digital asset management platform for storing, organizing, and distributing brand and media assets.
Adobe Creative Cloud Libraries
Adobe Creative Cloud Libraries is a cloud asset system that enables users to store and share creative assets across applications.
Air
Air is a digital asset management platform designed for creative teams to organize, share, and collaborate on visual media.
Amazon S3
Amazon S3 is a cloud object storage service that offers scalable data storage, retrieval, and backup infrastructure for applications.
Artworker
Artworker is an artwork management and file proofing tool for print production teams to upload, review, and approve print-ready files.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Brandfolder
Brandfolder is a digital asset management platform that enables organizations to store, organize, and share brand media assets.
Brick FTP
A secure cloud file storage and transfer platform designed for enterprise file sharing and FTP services.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Maximizer + Box
Is there a pre-built Maximizer + Box automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Maximizer and Box's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Maximizer or Box connector?
No. The Agent works whether or not Maximizer or Box 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.
How does integrating Box with Maximizer streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Box directly to deal records in Maximizer, saving reps time and keeping files organized.
Can changes in customer details in Maximizer update our file storage in Box?
Yes, when deal stages change or leads are created in Maximizer, project folders can be created or updated automatically in Box.