Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger, where you can then upload documents/folders, edit files online, review file revisions, share files and much more.
Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger (without having to open box.com).
Here are some of the key features that make our extension unique.
- Seamlessly Integrates with Box.com
- Supports unique folders per record & module
- Built-in “Folder Selector” (assign folders from Box.com)
- Fully supported Box.com functionality (editing files online, uploads, creating new folder, file sharing, revisions, etc..)
- Module Manager Compatible
- Available on vTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/box/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/box-com-integration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
Integrate VTiger 7 With Box.com April 25, 2018 - Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger. How to Integrate VTiger 7 with Box.com Note: To integrate VTiger with Box account, you need to have active SSL certification on your CRM URL. The Box.com API does not work without it. Open this URL: https://app.box.com/developers/console/ Select “Create New App” Select “Custom App” and hit “Next” Select “OAuth 2.0 (User Authentication)”. This is the login method that your CRM will be using to connect to the Box account. Click “Next” Name your newly created app, read the Terms of Service for the Box API, and click “Create App”. A confirmation will appear that your new app has been created. Hit the blue button saying “View Your App”. Under OAuth… Read MoreRelated products
Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger, where you can then upload documents/folders, edit files online, review file revisions, share files and much more.
Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger (without having to open box.com).
Here are some of the key features that make our extension unique.
- Seamlessly Integrates with Box.com
- Supports unique folders per record & module
- Built-in “Folder Selector” (assign folders from Box.com)
- Fully supported Box.com functionality (editing files online, uploads, creating new folder, file sharing, revisions, etc..)
- Module Manager Compatible
- Available on vTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/box/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/box-com-integration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
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Integrate VTiger 7 With Box.com April 25, 2018 - Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger. How to Integrate VTiger 7 with Box.com Note: To integrate VTiger with Box account, you need to have active SSL certification on your CRM URL. The Box.com API does not work without it. Open this URL: https://app.box.com/developers/console/ Select “Create New App” Select “Custom App” and hit “Next” Select “OAuth 2.0 (User Authentication)”. This is the login method that your CRM will be using to connect to the Box account. Click “Next” Name your newly created app, read the Terms of Service for the Box API, and click “Create App”. A confirmation will appear that your new app has been created. Hit the blue button saying “View Your App”. Under OAuth… Read MoreInformation
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