Export and share metrics when key thresholds are crossed
When a metric threshold is crossed in SalesScreen, automatically export the report and share the resulting file using Box.
4.9/5 on G2·
Google for Startups Accelerator
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.
SalesScreen Explore SalesScreen →
TriggersFires when a new report or dashboard is created in SalesScreen.
Fires when a tracked metric in SalesScreen crosses a set threshold.
Fires when a scheduled report finishes generating in SalesScreen.
Creates or refreshes a dashboard in SalesScreen.
Exports a report from SalesScreen.
Sends an alert when a metric changes in SalesScreen.
Box Explore Box →
TriggersFires when a new file is uploaded to Box.
Fires when a file in Box is shared with someone new.
Fires when a folder's contents change in Box.
Uploads a file to Box.
Creates a new folder in Box.
Shares a file from Box with a link or user.
More SalesScreen + Box workflows
Save generated reports directly to cloud folders
When a scheduled report is ready in SalesScreen, automatically upload the completed file to a secure folder in Box for easy team access.
See details
Refresh performance dashboards upon receiving new files
When a new file is uploaded to Box, automatically refresh your key dashboard in SalesScreen so leadership views up-to-the-minute data.
See details
See all SalesScreen + Box integrations → · Browse the full workflow library →
Common questions
Can Knit build “Export and share metrics when key thresholds are crossed” between SalesScreen and Box?
Yes — describe it in the box above and Knit's Integrations Agent researches SalesScreen 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.
Can scheduled analytics reports be backed up in cloud storage?
Yes, as soon as a report is generated in SalesScreen, it can be uploaded directly to designated storage folders in Box for compliance and archiving.
How do dashboard updates work when source files are added?
When new data sheets or files are uploaded to Box, SalesScreen detects the addition and automatically initiates a dashboard refresh to reflect updated metrics.