TotalAgility - Box Connector
Download TotalAgility - Box Connector Overview
Features
Seamless Box integration
Directly connects Tungsten TotalAgility workflows with Box for secure document upload and metadata synchronization.
Intuitive configuration interface
Easily configure Box settings, folders, and field-to-metadata mappings within TotalAgility—no external setup required.
Dynamic metadata mapping
Automatically applies predefined mappings between TotalAgility fields and Box metadata templates during export.
Secure configuration storage
Connector settings and mappings are securely stored in TotalAgility Server Variables for controlled, repeatable use.
Automated document export
Transfers captured or workflow-generated documents to Box with minimal manual intervention, ensuring consistency and traceability.
As-User support for enterprise accounts
Enables document upload under specific Box user contexts, supporting enterprise-level access control and audit trails.
Versioning and folder management
Uploads new document versions or dynamically creates folders as needed, maintaining organized and traceable document structures.
Benefits
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Automates the export of documents from TotalAgility to Box, eliminating manual effort and reducing processing time.
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Seamlessly bridges process automation in TotalAgility with cloud content management in Box.
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Ensures field-level consistency by dynamically mapping TotalAgility document data to Box metadata templates.
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Centralizes documents within Box, providing a single source of truth with versioning and access tracking.
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Delivers a ready-to-use connector with an intuitive UI—no custom code or API scripting required.
Technical Details
Inputs
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Client ID – Box application client identifier from the Box Developer Console.
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Client Secret – Secret key associated with the Box application for authentication.
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Access Token / Refresh Token – OAuth 2.0 tokens used to authenticate and maintain secure Box sessions.
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As-User ID (optional) – Box user ID for operations performed in “As-User” enterprise context.
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Folder ID – Target Box folder where the document will be uploaded.
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TotalAgility SDK URL – URL for connecting to the TotalAgility SDK service to retrieve document data.
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Session ID – Active TotalAgility session identifier.
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Document ID (Document.InstanceID) – The TotalAgility document to be uploaded.
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Box Mapping Configuration – Field-to-metadata mapping definitions stored in the
Box_MappingMasterConfigserver variable.
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Box Metadata Template – The Box metadata template applied to the destination folder.
Outputs
The Box Connector produces one or more of the following outputs after execution within a TotalAgility workflow:
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File Upload Confirmation – Indicates that the document has been successfully uploaded to the configured Box folder.
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Box File ID – Unique identifier of the uploaded file, used for tracking and subsequent operations.
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Updated Metadata – Metadata fields mapped from TotalAgility are created or updated on the file in Box.
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New Folder ID (if applicable) – Returned when a new folder is created dynamically during export.
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Version Information – Generated when an existing file is updated, ensuring full version history in Box.
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Success or Error Response – JSON response returned to TotalAgility summarizing the operation result, including Box API messages.
Geographic Availability
Additional Information
The Box Connector is designed to simplify and accelerate enterprise document management by bridging Tungsten TotalAgility’s process automation with Box’s secure cloud content platform. It provides an intuitive configuration interface, making it easy for business and technical users alike to connect workflows to Box without custom code.
All connector configurations, including authentication details, folder settings, and metadata mappings, are stored securely within TotalAgility and reused automatically during document export. The connector supports enterprise features such as version control, “As-User” mode, and dynamic folder creation, ensuring flexibility across diverse business scenarios.
This connector is ideal for organizations seeking to centralize document storage, maintain compliance, and improve collaboration through seamless integration between workflow automation and cloud content management.
