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Version: 4

Creating an account for Box connector

In Adeptia Connect, you can create an account that contains the details for connecting to Box and exchanging data with it. Below are the steps for creating an account in the following scenarios:

While defining the Source or Destination in a Template/Transaction​

  1. At the Select Account step, click  .

  2. On the Create New Account screen, enter a name for the account.

  3. In the OAuth Flow Type field, select either of the following OAuth flow types:

    • Authorization Code: Redirects the users to the application’s login page to authorize the application to access the resources. 
    • Client Credentials: No user redirection is involved; authentication occurs directly between the client and the authorization server. 

  4. If Client Credentials is selected as the OAuth Flow Type, provide the following details:

    1. Enter the Enterprise ID or the User ID depending on the selected Subject Type field that follows.

    2. In the Subject Type field, provide the type of subject to access the Box account. You may enter one of the following values:

      • user: Provide this value to access the Box account as a user.

      • enterprise: Provide this value to access the Box account as an enterprise, typically for administrative or app-level operations. 

    3. Select an OAuth Client you may have created for the Box app connector you are using in the Template/Transaction or create a new one. 

      Warning
      For the OAuth Client to work, you must enter the Redirect URI (Callback URL) in the following format while registering Adeptia Connect with the app.
      https://<domainName>/rest/connectors/oauth/account.

  5. Expand Advanced properties, and then provide values for the fields described in the following table:
     

    Field
    		Description
    Select Oauth Client
    This field is available under Advanced properties only when Authorization Code as the OAuth Flow Type.It is an optional field.  
    Provide Date Format
    The date format for your data.
    The supported date format is yyyy-MM-dd'T'HH:mm:ss'Z'.
    Provide Time Zone
    		Select a time zone. 
    Select Project
    		Select a Project.

  6. Click Continue.
    If you have selected Authorization Code Grant as the OAuth flow type, you will be redirected to the Box login page. 

While defining the Application Trigger for a Process Flow​

You can create an account for the Box connector from within an Application Trigger (having Box as the Source).

For more details on how to create an Application Trigger, refer to this page. 

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Trigger screen, click .
  2. Follow the steps given here (step 2 through 4).

While defining the Application Action for a Process Flow​

An Application Action enables you to use an App Connector as a Source, or Destination, or both in a Process Flow. An Application Action is an activity wherein you can select a Zoho CRM connector and define what data you want to fetch from or send to Zoho CRM.

While defining the Application Action, you can create an account that you can use for exchanging data with Zoho CRM.

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Action screen, click .
  2. Follow the steps given here (step 2 through 4).