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Box + PandaDoc + Salesforce Integrations

How to connect Box + PandaDoc + Salesforce

Zapier lets you send info between Box and PandaDoc and Salesforce automatically—no code required. With 8,000+ supported apps, the possibilities are endless.

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Do even more with Box + PandaDoc + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Box, PandaDoc, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Box triggers, actions, and search

    New Comment

    Triggers when someone comments on a file in a folder you own/collaborate on.

    Trigger
    Polling
    Try It
    • FolderRequired

    • Share

    Trigger
    Polling
    Try It
    • File IdRequired

    • MessageRequired

    Action
    Write
  • Box triggers, actions, and search

    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Polling
    Try It
    • EmailRequired

    • FolderRequired

    • RoleRequired

    Action
    Write
    • FolderRequired

    • FileRequired

    • Name

    • Share this file?

    Action
    Write

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How Box + PandaDoc + Salesforce Integrations Work

  1. Step 1: Authenticate Box, PandaDoc, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions