1. Accessing Box.com Files 0:00
- Check your email for statements from AgentPipeline.
- Access shared files via Box.com.
2. Setting Up Zapier Integration 0:53
- Log into your ComTrack account.
- Navigate to the 'Integrations' section.
- Select 'Zapier' to create a new automation.
3. Logging into Zapier 1:08
- If you have a Zapier account, log in.
- If not, sign up for a free account.
4. Creating a New Zap 1:35
- Choose 'Box.com' as the app.
- Set the trigger event to 'New File Added'.
- Log into your Box.com account.
5. Selecting the Correct Folder 2:01
- Navigate through the folder structure to select the correct subfolder.
- Ensure you select the specific folder where files will be added.
6. Testing the Trigger 2:49
- Confirm that Zapier pulls the most recent files from the selected folder.
7. Configuring ComTrack Action 3:08
- Retrieve your API key from ComTrack.
- Set the action event to 'Digest a File'.
8. Mapping the Fields 3:27
- Ensure fields are pre-mapped correctly.
- If errors occur, map the fields manually by selecting 'File Exists, but not shown'.
9. Testing the Integration 4:14
- Run a test to check if the file is recognized by ComTrack.
- If issues arise, troubleshoot the file configuration.
10. Publishing the Zap 4:31
- Once everything is set up correctly, hit 'Publish'.
- Log into your Zapier account to confirm the integration is active.
Cautionary Notes
- Double-check folder paths to avoid errors in file digestion.