Integrate Box with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Box

A trigger is an event that starts your Zap and runs the workflow. For example, with Box, a trigger could be "New Comment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Box to Salesforce

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Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect Box to Salesforce with a Zapier template.

Our most popular template

Upload new Salesforce records as files in Box
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Salesforce + Box
Create Salesforce records from new Box files
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Box + Salesforce
Create Box folders from new Salesforce records
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Salesforce + Box

Upload new Salesforce records as files in Box

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Salesforce + Box

Create Salesforce records from new Box files

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Box + Salesforce

Create Box folders from new Salesforce records

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Salesforce + Box

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Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
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- Folder
  Required
- Share
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File_id
  Required
- Message
  Required
Action
Write
- Folder
  Required
- Name
Action
Write

- Folder
  Required
- Name
- File
  Required
- Share
Action
Write
- Name
- Folder
  Required
- File_extensions
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
  Required
Trigger
Scheduled
Try It
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share
Action
Write
- File_id
  Required
- Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
  Required
- Due_at
- Assign_to
Action
Write
- Name
- Folder
  Required
Action
Search
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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About Box

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

Related categories

File Management & Storage

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File Management & Storage

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OneDrive

File Management & Storage, Microsoft

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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