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What does the 'Move Folder/File by Name' action do?

Allows you to move Folders or Files by name to a new folder in Box within a HubSpot workflow.

The Move Folder/File by Name action by Integration Glue allows you to relocate files or folders within Box based on their display name rather than a specific numerical ID. This is ideal for dynamic workflows where you need to move a folder created earlier in a process (e.g., moving a "Drafts" folder to an "Archived" directory once a contract is signed).

Quick Reference: Credits & Logic

  • Credit Usage: Each successful move consumes 1 credit.

  • Errors: If the item cannot be found by name or the destination ID is invalid, no credits are charged.

  • Search Scope: By default, the app searches for the name across your Box account. You can use the "Ancestor Folder ID" to restrict the search to a specific directory for better accuracy.

  • Authorised Box User : Select the connected Box account with permissions to move items. This user must have access to both the source location and the destination.

  • Select Folder or File to move : Specify whether you are looking for a Folder or a File.

  • Name of the Folder or File to Move : Enter the exact name of the item.

    • Pro Tip: Use HubSpot property tokens (e.g., [Deal Name]) to dynamically find folders named after specific records.

  • Destination Folder ID : Enter the numerical ID of the Box folder where the item should be moved.

  • Ancestor Folder ID (Optional): Enter a Box Folder ID to limit the search. The action will only look for the matching name inside this specific folder.

  • Match File Extension (Optional): If moving a file, select the specific extension (e.g., .pdf) to ensure the correct version is moved.

How to Set Up the 'Move Folder/File by Name' Action

Step 1: Create a New Workflow

  1. In HubSpot, navigate to Automation > Workflows.

  2. Choose your object type and set your Enrollment Triggers.

Step 2: Add the Action

  1. Click the + icon to add a new action.

  2. In the sidebar, scroll to the Apps section and select Move Folder/File by Name.

Step 3: Configure Move Logic

  1. Select the Authorised User: Choose the appropriate connected Box account.

  2. Define the Target: Choose the item type (File/Folder) and enter the name (static or token-based).

  3. Set the Destination: Paste the Destination Folder ID.

  4. Optional Search Filters: Add an Ancestor Folder ID or File Extension to narrow down the search and prevent accidental moves of duplicate-named files.

  5. Click Save.

Step 4: Review and Publish

  1. Confirm that the Authorised User has "Editor" permissions in both the source and target folders.

  2. Review your workflow settings and click Turn on.

Important Considerations

  • Duplicate Names: If multiple files have the exact same name, the action will move the first one it finds. Always use an Ancestor Folder ID if you have many similarly named folders in your Box account.

  • Case Sensitivity: Ensure the name provided matches the Box name exactly, including capitalization and special characters.

  • Finding IDs: The Destination Folder ID is the numerical string at the end of the Box URL (e.g., box.com/folder/123456789).