Box + Salesforce integrations
Move and copy files in Box when fields on Salesforce records are updated
This workflow streamlines your data management process by seamlessly connecting your Salesforce and Box apps. Whenever a record field is updated in Salesforce, the corresponding file is instantly moved or copied in Box. This automation not only ensures your files are always up-to-date with your latest Salesforce data, but also saves your time by handling the task for you.
- When this happens...Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Move/Copy FileMoves or copies a file from one folder to another.
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More things you can do with Salesforce and Box
Discover other triggers and actions you can use with Salesforce and Box
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
Box lets you keep all your businesses files in one place for simple online collaboration.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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