Paperbox

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Connecting Paperbox to Microsoft 365, Brio and the Integration API

Integrations

This article contains everything you need to know about how to set up the connection with Microsoft.

Connecting Microsoft 365 Outlook to Paperbox

Learn how your mailboxes are coupled and configured for use in Paperbox

Configuring Microsoft 365 Outlook connection for inflow and outflow

Limiting organisation-wide access to Microsoft 365 mailboxes

Read documents directly from a SharePoint library and process them in Paperbox.

Reading documents from SharePoint

Connecting mailboxes and SharePoint to Paperbox

Microsoft 365 & Outlook

This article explains what you need to do in order to connect Brio to Paperbox.

Setting up the Paperbox – Brio integration

Why can’t I find certain Brio data in Paperbox?

Setting up and understanding the Brio integration

Brio (Portima)

Learn how to upload, update, and delete data in Paperbox datasources using the Integration API.

Uploading, upserting and deleting datasources via the Integration API or UI

Loading and managing data via the Integration API

API & data sources

Go to Paperbox

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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