ProcessPlan Box

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.

Try:

See all ProcessPlan + Box integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ProcessPlan Explore ProcessPlan →

Triggers
New task created

Fires when a new task or card is created in ProcessPlan.

Task completed

Fires when a task in ProcessPlan is marked complete.

Due date approaching

Fires when a task's due date in ProcessPlan is coming up.

Comment added

Fires when a comment is added to a task in ProcessPlan.

Actions
Create task

Creates a new task in ProcessPlan.

Update task

Updates a task's status or assignee in ProcessPlan.

Add comment

Posts a comment on a task in ProcessPlan.

Move task

Moves a task in ProcessPlan to a different board or list.

Box Explore Box →

Triggers
New file uploaded

Fires when a new file is uploaded to Box.

File shared

Fires when a file in Box is shared with someone new.

Folder updated

Fires when a folder's contents change in Box.

Actions
Upload file

Uploads a file to Box.

Create folder

Creates a new folder in Box.

Share file

Shares a file from Box with a link or user.

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

See all ProcessPlan + Box integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Share deliverable files once project tasks are completed” between ProcessPlan and Box?

Yes — describe it in the box above and Knit's Integrations Agent researches ProcessPlan and Box's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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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