Box Integration screenshot

Box files and notes, searchable in DevRev.

Bring selected Box folders into DevRev so teams can find files, notes, comments, and tasks without leaving their workspace.

Bring selected Box folders into DevRev. Search files and Box Notes, read comments and tasks, and keep folder hierarchy and permissions in context without switching tools.

Features

  • Files and Box Notes Index files and Box Notes from chosen folders as searchable articles, including content when download is allowed.
  • Comments and tasks Capture file comments and Box tasks alongside the related documents so discussion and follow-ups stay attached to the source.
  • Folders and hierarchy Preserve parent folders and paths so you can browse and reason about content in the same structure as Box.
  • People, groups, and access Sync users, groups, and collaboration context so visibility in DevRev mirrors who can already see each item in Box.
  • Custom metadata Bring Box metadata templates and field values along with files so you can filter and find content by the attributes your team already uses.
 

Use Cases

  • Support Agent Surface runbooks, known-issue docs, and customer onboarding materials from Box while handling a ticket, without leaving DevRev.
  • Account Executive Find sales collateral, proposals, and customer-specific files shared in Box when preparing for a meeting or follow-up.
  • Customer Success Manager Pull success plans, QBR decks, and onboarding checklists from Box into account context for summaries and next steps.
 

Access

Connect your Box account, or ask an admin to connect for the workspace. Connect with your own Box login to sync only what you can already see, or have a workspace admin connect a Box service account for broader folder coverage. Either way, people only see content they are allowed to access.