Create a Box folder for each new Airtable client record
When a client or project is added to Airtable, FlowMattic creates a Box folder named after it and drops in a brief with the record’s details. Agencies and studios get a consistent file home for every client from day one. After import, set the parent Box folder ID and match the field names to your table.
Airtable
Box3 steps Setup ~5 min Used on 1.5k sites Productivity Free to import
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Airtable New RecordThe workflow starts automatically when a new record is created in Airtable. FlowMattic captures that data for the steps below.
- Box Create Folder
Box — creates a brand new folder at the path you specify. Data is mapped from earlier steps; connect your Box account on import.
- Box Create Text File
Box — creates a brand new text (.txt) file from plain text content you specify. Data is mapped from earlier steps; connect your Box account on import.
What you need
- FlowMatticCore
- Airtable AccountAccount
- Box AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
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Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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