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Box + Salesforce + DocuSign Integrations

How to connect Box + Salesforce + DocuSign

Zapier lets you send info between Box and Salesforce and DocuSign automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Box + Salesforce + DocuSign

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, Salesforce, and DocuSign. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Box triggers, actions, and search

    New Event

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

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • FolderRequired

    • RoleRequired

    Action
    Write
    • FolderRequired

    • FileRequired

    • Name

    • Share this file?

    Action
    Write

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How Box + Salesforce + DocuSign Integrations Work

  1. Step 1: Authenticate Box, Salesforce, and DocuSign.
    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.
box logo
box logo

About Box

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

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  • File Management & Storage

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About Salesforce

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

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docusign logo
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About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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