⚡️ Automations can now trigger on new emails, calls, and meeting notes

Automations can now fire when new activity or interaction lands in a box, based on magic columns in your pipelines.

The Box updated trigger accepts magic columns as the trigger field. Choose one and the automation runs when that column updates.

For example, choose Email thread count as the trigger field and AI autofill as the action. Each time a new email is added to a box — automatically, if email sharing is on — the automation runs. Autofill scans the box and its conversation history to fill in the CRM fields with freshly updated information, keeping your pipeline data accurate at all times.

New trigger fields for the Box updated CRM automation:

• Email thread count
• Sent email count
• Call logs count
• Meeting notes count
• Comment count
• Incomplete tasks count
• File count

Each automation watches one trigger field. To follow several kinds of activity, set up one automation per field.

Available on Pro+ and Enterprise plans. Learn more about CRM automations in Streak→