Partner Forum

Q&A, Updates for Box Partners

43 Topics
62 Replies

JitneomdrcNew Participant

We need assistance with allowing the Box integration with Okta. Please see screenshot for reference. We don’t know what we need to enable in box to do the integration and bypass the attached error.

11 days ago

tmullallyNew Participant

asked in Partner Forum

Box and ServiceNow

Would like to see a Box “Explainer” webinar on the AI Blog between Box and ServiceNow:https://blog.box.com/box-integrates-servicenow-ai-agent-fabric-optimize-enterprise-workflows

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19 days ago

sparkgridsoftwareNew Participant

published in Partner Forum

Custom Object Support for HubSpot Box Integration Now Available

We’re excited to announce that SparkGrid Software has officially launched enhanced HubSpot Box integration with full custom object support on sparkgridsoftware.com. This milestone represents a significant leap forward in workflow automation capabilities, empowering businesses to streamline their operations across both standard and custom HubSpot objects. What’s New: Custom Object Support Our latest release extends beyond traditional HubSpot objects like contacts, companies, and deals. Now, businesses can leverage the full power of HubSpot’s custom objects within their Box integration workflows. Whether you’re managing custom product catalogs, specialized service records, or unique business entities, SparkGrid Software seamlessly bridges the gap between your HubSpot CRM and Box file management system. Workflow Automation That Adapts to Your Business Custom Object Workflow AutomationWith custom object support, you can now create sophisticated automation workflows that respond to changes

27 days ago

DonHammonsKnown Participant

published in Partner Forum

BOX ENTERPRISE ADVANCED WITH mxHERO MAIL2CLOUD ADVANCED (WITH MCP) FOR CUSTOMER SUCCESS OPERATIONS (DAY-IN-THE-LIFE DEMO)

Customer Success operations are foundational for today’s enterprise. An enterprise’s engagement with customers occurs in various ways (omni-channel) inclusive of email communications between stakeholders, multiple actors, across shared email accounts (e.g. support) and other email-centric avenues. In order to gain a 360 degree view of our communication interactions with a client that might inform the health of an account, AI can play a powerful role in achieving these valuable customer success insights. In this demo, we spotlight an Account Manager’s aim of gaining cross-actor and cross-account insights specific to her customer’s risk profile or inherent opportunities to achieve CS outcomes. Amy uses her organization’s AI Agent (Claude in this example) to run a cross-actor and cross-email account AI query to obtain valuable customer success insights including a summary report that will allow her to prepare for an upcoming customer meeting. Here's the demo and it leverages three key tec

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1 month ago

sparkgridsoftwareNew Participant

published in Partner Forum

Seamless File Management for HubSpot Membership Sites: Introducing Our Box CMS Module

Building secure, user-friendly membership sites often comes with the challenge of managing file access. How do you provide members with easy access to documents, resources, and downloads while maintaining security and avoiding the complexity of multiple logins? We’ve solved this problem with our new Box CMS module for HubSpot Content Hub. The Challenge: Secure File Access in Membership Sites HubSpot’s Content Hub Memberships feature is powerful for creating private, authenticated areas of your website. Whether you’re running a customer portal, partner resource center, or premium content library, members expect seamless access to the files they need. However, traditional file management approaches often fall short:Multiple login friction: Requiring users to authenticate separately for file storage creates unnecessary barriers Limited file organization: Basic file uploads lack the robust folder structures and permissions that businesses need Security concerns: Storing sensitive documents

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1 month ago

DonHammonsKnown Participant

published in Partner Forum

Box + mxHERO | Better Together for Enterprise and Agency Security

Security is Mission #1 for the Box Intelligent Content Cloud. When Box’s security advantages (inclusive of Box Shield) are extended to an attack channel end-point such as email, customers gain significant defensive advantages on the security front. From an email attack vector perspective, Box AI Partner mxHERO provides the mxHERO Mail2Cloud Intelligent Email Management platform allowing for security improvements via a native integration with the Box Intelligent Content Cloud. 💥 The Problem: Email remains as the #1 Vector of Attack by bad actors. Average cost of a data breach: $4.8m USD (IBM -2024) Ransomware attacks – double digit YoY growth (CyberInt) 73% of reported cyber-security incidents involved Business Email Compromise (DarkTrace – 2024) $4.8 billion in losses specific to Business Email Compromise (BEC) attacks in 2024 (FBI) 💡 Addressing the Challenge: While there are no firm security guarantees that provide a 100% confidence level against bad-actor exploits, securi

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1 month ago

sparkgridsoftwareNew Participant

published in Partner Forum

Ditch the Secure Portal: How HubSpot + Box File Requests Streamline Client Document Collection

For tax preparers, accountants, and other service professionals, collecting sensitive documents from clients has always been a challenge. Traditional secure portals require clients to remember passwords, navigate unfamiliar interfaces, and often create more friction than convenience. But there’s a better way. The Box File Requests Integration Changes EverythingSparkGrid Software’s HubSpot integration brings Box’s powerful file request feature directly into your CRM workflow. Instead of directing clients to a separate portal, you can now request documents through a seamless, branded experience that feels natural and secure. How It WorksThe process is beautifully simple. From any HubSpot contact or company record, you can generate a secure file request link with just a few clicks. Your client receives a professional email with a direct link to upload their documents—no login required, no portal navigation, just drag, drop, and done.What makes this particularly powerful is the automation

250

2 months ago

aw-anNew Participant

asked in Partner Forum

Unpublished Integrations

The getting started as box tech partner (here) mentions about keeping an integration ‘unpublished’ - I am struggling to find any extra information about what this means exactly. Aside from discoverability, are there any differences between the an unpublished and published integration? Are unpublished integrations just a platform app defined in our tenancies dev console (with purpose set to integration), where we then provide the client id to customers so they can add and enable the platform app in their admin console?Thanks in advanceA

501

2 months ago

DonHammonsKnown Participant

published in Partner Forum

mxHERO Mail2Cloud Advanced with Model Context Protocol for Legal Discovery

Unlocking new possibilities in legal discovery—this innovation showcases the power of mxHERO Mail2Cloud Advanced with Box's Intelligent Content Cloud. With this innovation, law firms and legal business units can initiate cross-actor email metadata and content discovery (without email volume limitations) to run a legal discovery efficiently! The solution not only renders a rapid output in report format — it also shows the cited email source files, which are automatically saved into Box's Intelligent Content Cloud by mxHERO! 📽 Watch mxHERO CEO, Alex Panagides, in a quick 2-minute demo to see it in action:https://mxhero.app.box.com/s/1s7mz916mr6iz7kweey346ksg09aeu59 This highlights the capabilities of OpenAI’s GPT-4.1 model, the value of mxHERO's Mail2Cloud Advanced with MCP, and how cited sources seamlessly link emails into Box via the core Mail2Cloud platform. Definitely a win-win for law firms and legal teams looking to streamline discovery and boost productivity!

310

2 months ago

DonHammonsKnown Participant

published in Partner Forum

Box AI Partner mxHERO Announces “mxHERO Mail2Cloud Advanced” with Model Context Protocol (MCP) powering up our Agentic AI Future of Work!

Last week, Box AI Partner and former Box Elite Partner of the Year, mxHERO - released mxHERO Mail2Cloud Advanced - extending their core Mail2Cloud Intelligent Email Management (IEM) platform’s capabilities to support our partner and customer eco-system’s Agentic AI initiatives. With this new release, mxHERO Mail2Cloud Advanced (generally available today in North America and Europe) will provide:Real-time email ingestion with full metadata and source transparency AI-optimized architecture supporting robust AI-powered interactions with email content including redundancy pruning and smart deduplication Secure vector storage with multi-tenant isolation and robust access controls including zone residency options Attachment, metadata, email body and image processing with contextual linking to parent messages Native support for GPT, REST APIs, and Model Context Protocol (MCP), including mxGPT and mxMCP integrations Built to meet modern compliance and operational requirements, mxHERO’s Mail2Cl

612

2 months ago

DryvIQNew Participant

published in Partner Forum

Success Story: How Kaufman Achieved Seven-Figure Savings and Revenue Impact with DryvIQ + Box

Case StudyBefore partnering with DryvIQ, Kaufman was locked into their legacy, outdated ECM system, and unable to digitally transform their data landscape. By taking this foundational step to modernize their content platform with Box and Salesforce, Kaufman has achieved seven-figure cost savings and direct revenue impact. 🎥 Watch the video below! 🎥Company Profile H.W. Kaufman Group is a global leader in specialty insurance. Its offices span North America, the U.K., Europe and UAE. The company employs thousands of professionals who conduct business in more than 90 countries worldwide. Privately held and operating under its third generation of family ownership, Kaufman has built its reputation on a longstanding belief in building mutually beneficial partnerships, while operating with integrity and committing to innovation. Kaufman is organized in a manner that enables the company to swiftly adapt to market shifts, while consistently embracing cutting-edge technology that drives effic

973

2 months ago

sparkgridsoftwareNew Participant

published in Partner Forum

Eustace Consulting on the built hapily podcast | Season 2, Episode 7

From Salesforce services to HubSpot app stardom! 🎯 In this episode of built hapily, I and Jackie Wucher, from the SparkGrid Software team, dive into an insightful conversation about the official Box + HubSpot integration. 💬 We had an exciting discussion about: ✅ What it takes to build a real app—not just an integration✅ How Jackie Wucher went from design to HubSpot dev master✅ The difference between Salesforce and HubSpot app development✅ Tips for staying ahead with UI extensions✅ What it’s really like selling SaaS vs. services Our app brings deep Box functionality inside HubSpot, including document management, workflow actions, and e-signatures! 🎥 Don't miss out—watch the full video here!

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3 months ago

DonHammonsKnown Participant

published in Partner Forum

mxHERO Announces Mail2Cloud support for Model Context Protocols (MCP) to accelerate Agentic AI Outcomes

Model Context Protocols (MCP) provides a future-orientation under a new integration protocol structure allowing AI Agent-to-Agent (A2A) interoperability and AI Agent access to valuable email-based unstructured data. 💥 mxHERO now supports MCP and A2A protocols. 💥 Check out mxHERO's latest MCP Data Sheet packed with powerful capabilities and insights here:mxHero-AI-MCP Data SheetResources:Official website: www.mxhero.comNews: www.mxhero.com/newsBlog: www.mxhero.com/blog

744

3 months ago

DryvIQNew Participant

published in Partner Forum

The Future of AI-Powered Content Management with DryvIQ and BoxBlog

AI is rapidly reshaping the business landscape, and enterprise content management is at the forefront of this evolution. Managing unstructured data, modernizing workflows, and maintaining the quality of enterprise content are critical challenges for organizations adapting to the AI-driven era. This is where the powerful partnership between DryvIQ and Box comes into play, providing businesses with solutions to stay ahead of the curve. Unlocking the Power of AI with DryvIQ and BoxDryvIQ and Box are revolutionizing how organizations approach Intelligent Content Management (ICM). DryvIQ can help organizations accelerate their adoption of ICM by analyzing data to inform the migration strategy and then transferring files with full fidelity at unparalleled speed and scale. Together, Box and DryvIQ ensure businesses can unlock actionable insights, optimize workflows, and prepare their content ecosystems for AI adoption. Intelligent Content Management is the FutureLegacy enterprise content mana

1305

3 months ago

ericcordellParticipating Frequently

published in Partner Forum

Bubo Defense Launches Strategic Partnership with DryvIQ to Advance Enterprise Unstructured Data Ingestion into Box’s Intelligent Content Management platform

Bubo Defense, a leader in intelligent email management and AI-driven security solutions, today announced a strategic partnership with DryvIQ, a leader in unstructured data management, to enhance enterprise and public sector agency capabilities for unstructured data ingestion into Box’s Intelligent Content Management platform. This collaboration will drive advancements in compliance, data security, digital hygiene, and AI-powered business transformation. Through this partnership, Bubo Defense extends mxHERO's Intelligent Email Management Platform, Mail2Cloud, to customer use cases requiring intelligent mapping of real-time inbound and outbound email communications—encompassing email body content, metadata, and attachments—into Box's Intelligent Content Management platform. This integration empowers organizations to enhance their compliance posture, fortify email security, and optimize content workflows for collaboration and Agentic AI use cases enabled by Box Enterprise Advanced

732

4 months ago

sparkgridsoftwareNew Participant

published in Partner Forum

Box Connector 2.0 🎉 HubSpot Box Workflow and Box Sign

Exciting New Features: HubSpot + Box Integration 1. Powerful Workflow Automation That Works for YouOur Box integration with HubSpot Workflows goes far beyond basic folder creation:Deal Management: Auto-generate tailored folder structures at key deal stages with custom permissions Client Onboarding: Create and share personalized document packages when deals close Document Lifecycle: Schedule automatic file archiving based on age or status changes Approval Processes: Notify team members when documents need review Content Updates: Keep Box documents in sync with HubSpot property changesAny trigger in HubSpot can now initiate sophisticated document actions in Box, seamlessly connecting your CRM and document management. 2. Save Costs with Unlimited Box Sign IntegrationWhy pay premium prices for DocuSign when you can get unlimited eSignatures through our Box Connector? We've enhanced this feature with dynamic data merging — pull contact details, deal specifics, and custom field values direct

341

4 months ago

ericcordellParticipating Frequently

published in Partner Forum

Insurance Workflow Automation using AI: A Policy Management Agent Using Box Enterprise Advanced & mxHERO’s Mail2Cloud

HALO is an AI-powered agent that automates insurance workflows. It uses Box Enterprise Advanced and mxHERO’s Mail2Cloud to streamline insurance policy management. HALO simplifies managing digital content, strengthens compliance, protects sensitive data, and reduces reliance on outdated email processes.Insurance companies face strict regulations from authorities like FINRA, HIPAA, and standards for handling personal information (PII). Many still rely on legacy email systems, which are slow, inefficient, and risky. The recent Landmark Admin data breach, affecting 800,000 customers, highlights the urgent need for secure, automated workflows.HALO addresses these challenges by automatically monitoring and managing document flows to ensure compliance and security. It breaks down digital content silos and improves email security using advanced features from mxHERO’s Mail2Cloud platform. Read the full article here: https://bubodefense.com/insurance-workflow-automation-using-ai-a-policy-managem

1761

4 months ago

Jey Bueno BoxCommunity Manager

posted in Partner Forum

🚀 Let’s Unlock the Power of Agentforce & Box! 🚀

🛎 Reminder: Don't miss our exciting Q1 Box for Salesforce Community Roundtable: Getting started with Agentforce and Box on Tuesday, April 1, 2025, at 11:00 a.m. PDT. 📅 🌟 Why Attend?Our Box experts will share exclusive insights into our latest product releases, along with a sneak peek at what’s coming next on the product roadmap. Plus, you’ll hear from our special guests at Fundwell—Adam Anzuoni (@adama), CTO, and Mike Curry (@mike.curry), Director of Software Engineering—as they share insights on how their team uses Box and Salesforce to drive success. Discover how Fundwell powers business growth, saving 30 hours a week on underwriting—an inspiring story you won't want to miss! 🌟 What to Expect During the Roundtable: New product releases and roadmap review (DocGen, Agentforce) Box at Salesforce Events Customer spotlight: Fundwell! Customer reviews program & community forum Q&A and valuable networking Take this opportunity to connect, learn, and collaborate with f

100

4 months ago

DonHammonsKnown Participant

published in Partner Forum

mxHERO's New Diagnostic Tool for Email Security & Compliance with Box

mxHERO's new email diagnostic tool allows Box Customers and Partners to model the risks with their legacy use of email. With the average cost of a security breach now exceeding $4.6 million dollars (IBM) and with ongoing ransom, business email compromise and phishing attacks from bad actor exploits, email compliance and security is mission #1. 🔐 Content is more valuable and more secure when it's in Box's Intelligent Content Cloud and with mxHERO, clients can automate email body, metadata and attachment captures right into Box to support improved digital hygiene, security, breach resilience, compliance, workflow automation and to unlock email's unstructured data value for Agentic AI workflows with Box's Enterprise Advanced! Check out mxHERO's new email diagnostic tool and generate your own 20+ page report highlighting critical security risks, content insights, and the rationale behind protecting your valuable email-based content with mxHERO and Box. A link to the new diagnostic to ob

1224

4 months ago

DonHammonsKnown Participant

published in Partner Forum

mxHERO Mail2Cloud Extends Box's Intelligent Content Cloud Value to Email

mxHERO, Inc. (https://www.mxhero.com) is a San Francisco, CA-based corporation, a former Box Elite Partner of the Year, and creator of the SOC2 Type II compliant Mail2Cloud Intelligent Email Management Platform. mxHERO is a Box Technology and AI Partner.mxHERO’s Intelligent Email Management Mail2Cloud platform, seamlessly integrates with the Box Intelligent Content Cloud to deliver a powerful solution that transforms how businesses manage email and content. By automating email archiving, file organization, and content sharing, Mail2Cloud ensures that all relevant email communications are securely stored in Box, making them easily accessible, searchable, and actionable. This integration not only enhances efficiency but also empowers organizations to advance their Agentic AI initiatives (powered by multi-modal and Box AI capabilities) by enabling smarter, data-driven decision-making. With AI-powered automation and robust email content capture automation and intelligence, mxHERO’s technol

1377

4 months ago

michalwNew Participant

published in Partner Forum

Maximize Your Box Investment: Unified Search with Akooda

Hey Box Community, Let's talk about making your content work harder. We're Akooda, and we help companies connect their existing tools for a unified search experience. If you're using Box, you're already managing your files effectively. But what about the information spread across your other applications? That's where we come in.Many organizations are moving towards cloud-based file sharing, and Box is a key player in that space. The benefits are clear: accessibility, collaboration, and scalability. But even with a centralized repository like Box, finding specific answers can still be a challenge when your data is scattered across multiple platforms.We've seen this firsthand. One customer, heavily invested in Box as their central data hub, found that despite having all their documents in one place, the actual knowledge they needed was often fragmented. They were spending valuable time piecing together information from various sources like Slack, Salesforce, and internal databases. They

351

5 months ago

sparkgridsoftwareNew Participant

published in Partner Forum

Best HubSpot Document Management Solutions for Regulated Industries

After years of helping businesses implement HubSpot, I identified a critical gap: HubSpot CRM lacked secure document capabilities needed by regulated industries like financial services and healthcare. HubSpot's native document tool wasn't designed with regulated industries in mind. This forces businesses to either juggle between systems or compromise on compliance requirements. With Box Connector, you can bring Box’s enterprise-grade security and compliance directly into HubSpot! 💥 Read the full article here to learn more.In this guide, I’ll share a comparison of the best document management solutions for HubSpot users in regulated industries based on our experience. 💥 This also covers the following topics:What Should You Look For In A Secure HubSpot Document Management Solution? Your document management solution needs to prioritize security and compliance without sacrificing usability and workflow efficiency. The Best Secure Document Management Solutions for HubSpot Top four docume

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5 months ago

seamusruizearleNew Participant

published in Partner Forum

TMC Financing’s Game-Changing Formstack Use Case + Box File Storage Solution

At TMC Financing, one of the nation’s largest SBA 504 loan issuers, efficiency and security are key to handling their high loan volume. Thanks to an innovative solution by Carabiner Group using Formstack’s robust platform, TMC has redefined its data collection and document management processes.Check out this demo presented by Seamus Ruiz-Earle, Managing Director of Carabiner Group, where it showcases how TMC now collects, processes, and executes loan data with ease. The solution leverages Formstack’s form collection, document generation, and e-signature features, seamlessly integrated into Salesforce and Box for a secure, automated workflow.https://drive.google.com/file/d/1tDMdEw_X6sYAY2w_89Jj0ILQNY_iR_o2/viewHere’s how it works: Secure, Native Integration: TMC’s client-facing forms are hosted on a Force.com page, making them 100% Salesforce-native. Automatic File Management with Box: To enhance file organization, uploaded documents are auto-synced to designated Box folders through A

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6 months ago

noufilNew Participant

published in Partner Forum

Automating HR Processes with Box AI and ServiceNow

Reva Solutions is thrilled to showcase our powerful integration between Box and ServiceNow that leverages the power of Box AI to fully automate your HR processes, saving time and boosting efficiency. By using Box AI, the system can automatically classify documents, extract key metadata, and trigger actions, all without the need for manual intervention. How It WorksThis integration between ServiceNow and Box streamlines HR processes by connecting the platforms, with employees initiating requests in ServiceNow and documents being stored and processed in Box. When a request is submitted, a corresponding folder is created in Box, and attached documents are moved there. Box AI then automatically classifies these documents, extracts key metadata, applies this to the files for easier search and retrieval, and intelligently files the documents into the correct subfolders. This results in automated request closure, with no manual intervention from an HR agent.🎥 See a detailed breakdown of this

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6 months ago

Jey Bueno BoxCommunity Manager

published in Partner Forum

Delegate: Box for Salesforce Accelerator

Box's seamless integration with Salesforce makes it the ideal solution for organizations seeking to enhance document management, improve efficiency, and foster collaboration. With Delegate’s Box for Salesforce AppExchange Accelerator Program, you donʼt need to worry about Salesforce ever again as Delegate simplifies Salesforce for small and midsize businesses by acting as a true extension of your team. Delegate is also offering free support for the basic installation of Box for Salesforce with this accelerator! Let’s discover how this powerful tool can transform your business. 👏 📢 Check out what's in store for you: 💭 Have someone in mind? Connect with us at box@delegate.team. 📩

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6 months ago

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