Box Integration Guide

Last updated: March 6, 2026

Overview

Coming soon. Enterprise file sharing with Box integration.

Adding the app (required)

  1. Sign in to Pointerly.
  2. Open Dashboard > Integrations.
  3. Locate Box and review availability status.
  4. Box is currently marked as Coming soon.
  5. Follow release updates from Integrations and enable it when available.

Need help with setup? Go to troubleshooting or contact support@pointerly.com.

Usage (required)

Attach files from Box

Use case: Attach cloud files in applications, campaigns, pipeline cards, and calendar events.

Prerequisites:

  • Box connected
  1. Open any attachment-enabled form (campaign, application, card, or event).
  2. Choose file picker for Box.
  3. Select file/link and attach to the current record.

Use attachments in delivery workflows

Use case: Keep source files and deliverables connected to operational objects.

Prerequisites:

  • Attachment permissions enabled in provider account
  1. Review attached links in details panel.
  2. Open or share links with collaborators.
  3. Update attachments as workflow status changes.

Removing the app (required)

Disconnect from Pointerly

  1. No disconnection action is required while this provider is marked as Coming soon.

Remove from provider account

  1. Open Box connected apps/integrations settings.
  2. Remove or revoke Pointerly app access.

Deauthorization implications

  • Integration state is set to disconnected in Pointerly.
  • Stored OAuth token fields are cleared.
  • Provider API actions are blocked until reconnect.

Troubleshooting

Provider currently unavailable

  • Box is currently marked as Coming soon in Pointerly.
  • Monitor Integrations page for release status and availability updates.