Overloop Box

Overloop + Box Integrations, Built by an AI Agent

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

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

Overloop + Box When a deal is created in Overloop, create a dedicated deal folder in Box. See details
Build dedicated customer folders for new deals When a deal reaches a new stage in Overloop, automatically create a dedicated folder in Box to organize contracts, briefs, and client collateral. See details
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 Overloop so account managers stay informed. See details
Store signed proposals when deals are won When a sales representative marks a deal won in Overloop, automatically share the corresponding onboarding folder in Box with the customer success team. See details

Browse the full workflow library →

Looking to achieve something else with Overloop and Box?

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

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Triggers & actions for Overloop and Box

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

Overloop Explore Overloop →

An outbound sales prospecting platform that manages multi-channel cold email campaigns and LinkedIn automated outreach pipelines.

Triggers
Deal Created

Triggers when a new deal is created.

Deal Lost

Triggers when a new deal is lost.

Deal Won

Triggers when a new deal is won.

New Exclusion List Item

Triggers when a new exclusion list item is created.

Campaign Created

Triggers when a new campaign is created.

List Created

Triggers when a new list is created.

Actions
Add Prospect to Campaign

Add a prospect to a campaign.

Create Deal

Create a deal.

Create Organization

Create an organization.

Create Prospect

Create a prospect.

Enroll Deal

Enroll a deal in a workflow.

Enroll Organization

Enroll an organization in a workflow.

Box Explore Box →

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

Triggers
New Comment

Triggers when someone comments on a file in a folder you own/collaborate on.

Event

Triggers when a new event is performed (this is the activity stream).

New File

Triggers when you add a new file to a folder.

New Folder

Triggers when you add a new folder.

Task Assigned to You

Triggered when you are assigned a task.

Actions
Add Metadata to File

Adds a metadata instance to a file in Box using a specified template.

Create Shared Link on File

Creates a shared link for a Box file.

Create Shared Link on Folder

Creates a shared link for a Box folder.

Add User as Collaborator

Adds an individual user as a collaborator on a folder.

Add User to Group

Adds a user to a group in Box.

Ask Box AI a Question on a File

Ask Box AI a question about the contents of a specific file in Box.

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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.
H
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
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.
A
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.
R
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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Overloop + Box

Is there a pre-built Overloop + Box automation?

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

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

No. The Agent works whether or not Overloop 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 Overloop streamline our sales process?

It automatically creates shared folders and attaches important proposals or assets in Box directly to deal records in Overloop, saving reps time and keeping files organized.

Can changes in customer details in Overloop update our file storage in Box?

Yes, when deal stages change or leads are created in Overloop, project folders can be created or updated automatically in Box.

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