Connecting Box to Caddi
Caddi's Box integration lets your loops read, organize, and act on documents stored in Box as part of end-to-end workflows. This article covers what you can do with the integration, how to connect your Box account, and how permissions work.
What you can do with Box and Caddi
Once Box is connected, your loops can use Box as a document source, a destination, or both. Common workflows include:
Auto-filing incoming documents. Loops classify documents by content (not just filename) and move them into the correct client, matter, or deal folder.
Data extraction. Pull structured fields from contracts, statements, intake forms, and other documents, then route the data into your CRM, billing system, or DMS.
Document generation. Assemble drafts from firm-approved templates stored in Box, populate them with data from upstream systems, and save versioned outputs back to Box.
Scheduled document processing. Loops run on a schedule, picking up new items from a Box folder (intake, inbound statements, signed documents, etc.) and processing them through approvals, redlines, e-signature routing, and system-of-record updates.
Folder and permission hygiene. Keep folder structures, naming conventions, and access controls consistent across large volumes of matters or accounts.
If you have a workflow in mind that isn't listed here, reach out to your Caddi team. Loops are configurable, so most document-centric processes are in scope.
Before you connect
You'll need:
A Caddi workspace
A Box account with sufficient permissions to connect to OAuth applications
How to connect Box to Caddi
In Caddi, go to Settings > Integrations.
Find Box in the integration list and click Connect.
You'll be redirected to Box to sign in. Use the account you want Caddi to act on behalf of.
Review the requested permissions and click Grant access.
You'll be returned to Caddi. The Box integration will now show as Connected.
Once connected, Box will be available as a source and destination when you or the Caddi team configure new loops.
Permissions and security
Caddi accesses Box using OAuth 2.0. We never see or store your Box password.
The integration operates with the permissions of the account that authorized it. To limit scope, connect using a service account with access only to the folders Caddi should touch.
All actions taken by a loop are logged and visible in Caddi's audit log.
You can revoke access at any time from Settings > Integrations in Caddi
For a deeper look at how Caddi handles data and security, see our Security Overview or contact your Caddi team.
Disconnecting Box
To disconnect:
Go to Settings > Integrations in Caddi.
Find Box and click the red X to disconnect.
Any loops that depend on Box will pause until the integration is reconnected or reconfigured.
Common questions
Can I connect more than one Box account? Yes. Most customers connect a single account, but multi-account setups are supported for firms with separate Box tenants who are on an appropriate Enterprise Plan level and bring their own Box OAuth applications.
Will Caddi modify documents I don't want it to touch? No. Loops only act on the folders and document types they are explicitly configured to handle. You can see the design of the workflow at any time in the "Automation" tab of the loop.
What happens if a document is moved or deleted in Box? Loops are designed to handle missing or relocated files gracefully. If a loop can't find a document it expects, it will surface the issue rather than fail silently.
Need help?
If you run into any issues connecting Box or configuring a loop, reach out to your Caddi team or message us from the chat widget in the Caddi app.