Real-time
Two-way sync
Changes in Box or Gladly instantly reflect in both systems. No stale data, no manual imports.
Storage ⇄ CRM
Box to Gladly integration — real-time, two-way sync
Keep Box and Gladly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Box and Gladly
Keep the paperwork with the relationship: Gladly and Box share every customer's records and files in real time, in both directions.
Gladly holds the customer relationship as structured records; Box holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Customer profiles, Conversations, Conversation items, Agents in Gladly aligned with Events, Files, Folders, Metadata in Box, in real time. A new account or deal can open its own folder in Box; a document filed in Box can surface as a link and metadata on the matching record in Gladly; and records from Gladly can be written into Box as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
- 02 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
- 03 Provision and deprovision Users, Groups, and Collaborations from an HR system or IdP so Box access follows onboarding and offboarding.
- 04 Push generated documents from an ERP or contract system into Box Folders with the right Collaborations applied for the deal team.
Common sync patterns
A folder per account or deal
When an account or deal is created in Gladly, a matching folder or container opens in Box, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Box surfaces as a link on the matching record in Gladly, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from Gladly are written into Box as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
What you can sync between Box and Gladly
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Box objects | Gladly objects | How this pairing syncs | |
|---|---|---|---|
| Tasks Review or approval assignments on a file with due dates and states; read for workflow reporting or written to start approvals. | Tasks Follow-up work items created from external triggers or synced for workload reporting. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Folders Hierarchical containers whose tree, names, and parent moves are mirrored so a target system reflects Box's structure; the account root is always folder ID 0. | Agents User records used to attribute work in CX analytics. | Folders is specific to Box and Agents to Gladly — each maps to any object or custom field on the other side. | |
| Metadata Structured key-value instances attached to files and folders via metadata templates; synced two-way with database columns for classification and search. | Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | Metadata is specific to Box and Topics to Gladly — each maps to any object or custom field on the other side. | |
| Collaborations Access grants linking a user or group to a file or folder with a role such as viewer, editor, or co-owner; written to manage sharing programmatically. | Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. | Collaborations is specific to Box and Customer profiles to Gladly — each maps to any object or custom field on the other side. | |
| Users Managed and app users in the enterprise; provisioned, updated, and deprovisioned to keep Box access aligned with an HR or identity source. | Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | Users is specific to Box and Conversations to Gladly — each maps to any object or custom field on the other side. | |
| Groups Named user collections used for bulk collaboration; membership synced from a directory or IdP. | Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | Groups is specific to Box and Conversation items to Gladly — each maps to any object or custom field on the other side. |
How changes propagate between Box and Gladly
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Box Gladly Sub-second propagation
DetectionBox notifies Stacksync of record changes through webhook events. V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED.
DeliveryEach detected change is written to Gladly through its API, with automatic retries and rate-limit backoff.
Gladly Box Sub-second propagation
DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.
DeliveryEach detected change is written to Box through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Box: Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
- Gladly: Subject to the platform's API rate limits.
What ships with Box ⇄ Gladly
Connect Box and Gladly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Box–Gladly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Box or Gladly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Box or Gladly record.
Observability
Monitoring
Track your Box ⇄ Gladly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Box and Gladly.
How the Box and Gladly connectors work
Box
- Integration surface
- REST API (api.box.com/2.0), plus the Events API and V2 Webhooks
- Authentication
- OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing
- Change detection
- V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed
- Capabilities
- read · write · webhooks
- Rate limits
- Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Box to Gladly — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Box and Gladly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Box
connected
Gladly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Box and Gladly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Box ⇄ GladlyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Box GladlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Box and Gladly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Box and Gladly: authenticate both systems, choose the objects to sync (such as Box's Tasks and Folders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Box and Gladly: A folder per account or deal; Documents linked back to the record; CRM records archived into storage. When an account or deal is created in Gladly, a matching folder or container opens in Box, named and organized the same way, so files have a home the moment they are needed.
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Box: REST API (api.box.com/2.0), plus the Events API and V2 Webhooks. Authentication: OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing. Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. Stacksync manages authentication, retries, and rate limits on both sides.
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Gladly: Customer profiles are built to merge external identifiers (email, phone, order numbers), which is what integrations key on when matching records from other systems. Box: Rate limits are enforced per user; hitting them returns HTTP 429, and clients are expected to honor the Retry-After header with exponential backoff. Stacksync's field mapping accounts for these differences between Box and Gladly without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Box and Gladly records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Box and Gladly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Box–Gladly integration in-house.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 402 integrations available for Box and Gladly.
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